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Blog

Melissa Kolcz | Sep 29, 2023

What happens IF the US Government shuts down?

There is a very important distinction to remember here: a government shutdown does not equate to a default.
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Melissa Kolcz | Sep 8, 2023

Heather Lynch Celebrates 1 Year Anniversary at Beacon Financial Planning

Financial Planning
We are proud to announce that our Financial Advisor, Heather Lynch, is celebrating her 1st Anniversary with Beacon Financial Planning!
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Melissa Kolcz | Aug 10, 2023

Michaela joins WE CAN's Board of Directors

nonprofit
We are thrilled to announce that Michaela Herlihy, Certified Financial Planner and President and CCO of Beacon Financial Planning, joined WE CAN's Board of
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Melissa Kolcz | Jun 6, 2023

Press Release: Katie Brennan Kane and Kelli Grew earn partnership at Beacon Financial Planning, Inc.

press release
partnership
Beacon Financial Planning, Inc, a wealth management firm providing investment management, financial planning, and estate and tax coordination announces the
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Melissa Kolcz | Apr 6, 2023

A Long-Term Perspective on Market Downturns and Historical Bear Markets

bear market
Market Volatility
The market gains in the first three months of 2023 were spread quite evenly across all sectors. 
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Melissa Kolcz | Feb 16, 2023

Coffee & Conversation Webinar on 2/23: Philanthropy in Financial Planning

charitable giving
qualified charitable distributions
donor advised funds
philanthropy
Did you know you can incorporate philanthropy in your financial planning?
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Melissa Kolcz | Jan 31, 2023

Kelli Grew promoted to Vice President of Financial Planning at Beacon Financial Planning, Inc.

Financial Planning
press
press release
Beacon Financial Planning, Inc. has announced the promotion of Kelli Grew to Vice President of Financial Planning.
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Melissa Kolcz | Jan 30, 2023

Business Tips from SCORE: How 'kaizen' can lead to small business success on Cape Cod

small business
strategic business planning
SCORE
“Beacon has a culture of coaching and celebrating the wins along the way, but also supporting each other and making room for each of us to be human.”
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Melissa Kolcz | Dec 30, 2022

2023: "The First Wealth is Health"

Happy New Year
Wealth
Health
As we head into the New Year with a fresh start, we want to remind you that "the first wealth is health," quoted by Ralph Waldo Emerson.
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Melissa Kolcz | Dec 13, 2022

2022: Beacon's Year in Review

Financial Planning
small business
Holidays
As we reflect on this past year, our thoughts turn gratefully to our clients and community with warm appreciation.
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Melissa Kolcz | Nov 1, 2022

Cape Cod Times Article: Celebrating businesses on Cape & Islands

press
small business
What do a financial planning firm, a media publication and a center for training and education have in common?  
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Melissa Kolcz | Oct 27, 2022

Beacon Financial Planning awarded with SCORE Small Business of the Year Award!

small business
SCORE
Financial Planning
We are proud to announce that today Beacon Financial Planning was awarded with the SCORE 2022 Small Business of the Year Award.
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