Welcome to the inaugural issue of Beyond the Portfolio! Each month, our team will pull back the curtain to share a little of what’s been inspiring us lately.
Read More
Markets experienced a turbulent first quarter, with stocks swinging from new highs to sharp declines amid concerns about tariffs and the broader economy.
Read More
As you almost certainly know, the markets continue to fall in response to the new tariff policies in Washington.
Read More
Many investors are asking themselves this question as the markets go through another bumpy ride.
Read More
As tax returns begin to come in, Holistaplan, a tax planning software we use to help optimize tax strategies, has detected an unusual pattern in some returns
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 wanted to share this tax preparation checklist to help ensure that filing taxes is easy and stress free.
Read More
After reaching new record highs in recent weeks, markets plunged on worries that cheaper AI competition from China could pose risks to U.S. tech companies.1
Read More
We are proud to announce that Marco Farina joined the Beacon Team this August as a Paraplanner.
Read More
Hyannis, MA, April 25, 2024 – Beacon Financial Planning, Inc., an Independent, Fee-Only, Financial Planning Firm is thrilled to announce the grand opening of
Read More
We are proud to announce that Jayme Rose Franklin was promoted to Client Service Associate and recently celebrated her 2nd Anniversary with Beacon Financial
Read More
Did you make a Qualified Charitable Distribution (QCD) last year? If the answer is yet, please make sure your tax preparer knows about it!
Read More