Wealth Notes – June 7, 2013

June 7, 2013

“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 our clients. It seems like we run across themes…

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Wealth Notes – May 13, 2013

May 6, 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 you to accumulate, preserve and pass along wealth. We believe…

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Blueprints For Special Needs Families – May 3, 2013

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 help provide a funding source for your special needs family…

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