January was mostly a down month for financial markets as uncertainly about the new strains of virus and confusion/delays surrounding the COVID-19 vaccines became a major focus.

Losing a parent can be one of life’s most difficult experiences, at any age. There are often time-sensitive and practical matters to attend to during what is sure to be an emotionally overwhelming time.

All the numbers that you'll need for 2021 to stay on top of your taxes, retirement planning, education planning and RMDs are organized here in an easy to follow format.

As we close out 2020, it’s time to get organized and assess your investments after a very volatile year. You want to start 2021 off right by taking stock of your goals, objectives, and risk tolerance...

With the U.S. election behind us, a new stimulus package, and three vaccines racing to the public, we can paint a fundamentally better picture for the economies...

For many, 2020 was a year to forget. Isolated from friends and loved ones, cancelled weddings and other important events were just the “good” parts...

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 ...

Equities embraced the clarity of the elections and vaccine news and rallied the entire month. November was certainly a “risk on” month with U.S. small...

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...

Back by popular demand is Sandy Cove Advisors Holiday Gift Guide for 2020. If you are stumped on what to get your loved ones this holiday season...

Biden wins Presidency and Congress remains split. Pfizer announced positive Phase 3 results for its COVID vaccine (11/9/2020) Markets...

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...

President Trump tests positive for COVID-19. Chaotic Presidential debate witnessed by millions. Supreme Court Justice Ruth Bader...

In these uncertain times of the COVID-19 pandemic, it’s not uncommon to struggle with maintaining your mental health. The impact of this pandemic has lasted...

If you have switched jobs, become a new parent, been divorced, or survived a spouse or even a child, your current beneficiary designations may need...