“I didn’t know you do that!” June 2013 We work with different types of clients with a wide range of needs. This gives us experience in working through different life and organizational issues and a broad range of ideas, expertise and ways to offer advice to …
Wealth Notes – May 13, 2013
We subscribe to a number of resources here at Cascade Investment Group. Recently, I saw this article on tax and investment decisions published by RBC Capital Markets and thought I would pass it along. Taxes are an important factor to consider as we work with …
Blueprints For Special Needs Families – May 3, 2013
Divorce, Car Accidents, Mortgage Crisis And Other Reasons To Use A Trust Rob Wrubel CFP®, AIF® Special needs trusts are a key step in the process of planning for the future needs and high quality of life for your special needs family member. They can …
[Read more...] about Blueprints For Special Needs Families – May 3, 2013
Blueprints For Special Needs Families – April 3, 2013
The Trust Is Funded, Now What? Rob Wrubel CFP®, AIF® We get the call more than a few times per year. There is always a note of panic in the voice. There is also a note of concern and a strong desire to do the right thing. The call frequently begins like …
[Read more...] about Blueprints For Special Needs Families – April 3, 2013
Wealth Notes – March 26, 2013
New DOW Record. What Does That Mean For You? By Rob Wrubel, CFP®, AIF® Last week the Dow Jones Industrial Average, the DOW for short, hit a new all-time high at the close on Monday March 11 at 14,447.29. The DOW hit a low in recent years in March of 2009 …