We are proud to congratulate Melissa Kolcz on earning the Financial Paraplanner Qualified Professional™ (FPQP®) designation.
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It’s hard to open a news app right now without seeing another story about the mega-IPO rush.
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At Beacon Financial Planning, we believe that leadership extends beyond managing wealth.
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Even the people whose full-time job is to read the economy aren’t seeing a single, clear answer.
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Stocks ended a volatile first quarter down, posting their worst first-quarter performance since 2022. Is this a natural pullback from frothy market highs or a
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It feels important to start here. Before we talk about markets or money, it’s worth acknowledging what’s behind the headlines recently. The events we’ve seen in
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Behind every headline are real people and families caught in the middle of events far beyond their control. The human cost of moments like this matters most.
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On February 28, the United States and Israel carried out coordinated military strikes inside Iran, marking a significant shift from years of indirect |
The Dow just crossed 50,000.¹ That’s a big number. A headline-worthy milestone. And on paper, it sounds like something worth celebrating.
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If your phone notifications have felt louder than usual lately, you’re not imagining it.
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Are stocks overvalued in 2026? Can the rally continue?
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As the season of reflection begins, we extend our sincere appreciation for the valued relationships we've built together throughout the year.
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