I bonds, which offer both a fixed rate of return + an inflation adjusted rate sound like a dream, but as with any investment vehicle, there are pros + cons.
Read More
If we are not in a bear market yet, we're getting pretty close. The definition is a 20% downturn or more over at least a two-month period of time.
Read More
During my 24 years as a financial planner, I have seen parents make choices that compromise their retirement or future financial goals.
Read More
We are excited to announce that Beacon Financial Planning was awarded as a Cape & Plymouth Business Media 2022 Watchlist Honoree.
Read More
We want to assure you that Beacon Financial Planning and Schwab are carefully monitoring the current geopolitical situation.
Read More
With tax season among us, we wanted to share this tax preparation checklist.
Read More
We encourage our clients to review their beneficiaries at least once a year to make sure they are up to date.
Read More
We know that when markets get volatile, it can be tempting to change course. While we can't predict what happens next, we always proactively plan for market
Read More
Tax season is just around the corner and we want to help make sure you have everything you need to file your taxes.
Read More
We hope 2022 is off to a healthy and happy start. We are extremely proud of our clients for trusting us and choosing Beacon as your partner.
Read More
As we reflect on 2021, our thoughts turn gratefully to our clients with warm appreciation.
Read More
In celebration of Giving Tuesday, now is the time to consider ways to give back. Philanthropy has never been more important during these difficult times.
Read More
