Skip to main content
menu
  • Home
  • About
    • Our Services
    • Our Team
    • Our Values
    • Our Charitable Giving
  • How We Work
    • How We Work Together
    • Fee Structure
  • Resources
  • Join Our Team
  • Contact
  • Testimonials
  • Schedule a Discovery Call
  • Client Login

Blog

Melissa Kolcz | Mar 14, 2023

Making sense of SVB News

Silicon Valley Bank
Market Volatility
The issues with SVB are a reminder of why we rely on asset allocation and remain diversified as we truly never know what the market will throw at us next.
Read More
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?
Read More
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.
Read More
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.”
Read More
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.
Read More
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.
Read More
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?  
Read More
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.
Read More
Melissa Kolcz | Oct 17, 2022

Medicare open enrollment is here!

medicare
In the US, most health plans pay secondary to Medicare which means whether you are still working or retired, you will need to enroll in Medicare when you turn
Read More
Melissa Kolcz | Oct 11, 2022

Calmer Choice: Collected + Connected Fundraiser on 10/27

nonprofit
Collected + Connected will help ensure our local children are provided mindfulness programs in their classrooms.
Read More
Melissa Kolcz | Sep 26, 2022

A Closer Look at Historical Bear Markets & The Cure

Recession
bear market
bull market
Market Volatility
As we look to returns 1-2 years after a bear market, we can agree with Warren Buffet, "Look at market fluctuations as your friend rather than your enemy;
Read More
Melissa Kolcz | Sep 19, 2022

Kelli Grew Cape & Plymouth Business 40 under 40 2022 Honoree

40 under 40
Certified Financial Planner
We are proud to announce that Kelli Grew, CERTIFIED FINANCIAL PLANNER™, was awarded as a Cape & Plymouth Business Media 40 under 40 2022 Honoree on Thursday
Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • Next page Next ›
  • Last page Last »

Contact

P: 508-790-7039
E: hello@bfpcc.com

     

Contact Us ›

Client Login ›

Schedule a Discovery Call ›

Address

72 Pine Street
Hyannis MA 02601

ADV Part 2A-2B | Summary Disclosure Statement | Form CRS | Website Disclosure

© 2023 Beacon Financial Planning All rights reserved.