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Welcome to the Sandy Cove Advisors Blog

Please click the categories below to view recent articles and insights written by our Team.

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In the Spotlight: Betsy Cornell, CPA

Betsy recently joined Sandy Cove Advisors with over 15 years of accounting experience. We are so thrilled to have a CPA on our staff to help us (with) in client accounting matters. Betsy’s expertise ...

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2020 Year-End Tax Planning

With the year-end fast approaching, it is time to consider some strategic moves to reduce your 2020 tax bill. This year’s market activity makes it all the more important for clients and advisors to consider tax saving strategies. Where appropriate, realizing gains...

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Life Cycle of Estate Planning

What estate planning means to you specifically depends on your stage in life and your circumstances. To help you understand what estate planning means to you, the following “life stages” address various estate planning...

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