Skip to main content
menu

Schedule A Discovery Call

  • Home
  • Who We Are
    • Why Beacon Financial Planning, Inc.?
    • AIF® Designation
    • Meet Our Team
    • Who We Serve
    • Our Charitable Giving
    • Testimonials
  • What We Do
    • Financial Planning
    • Retirement Planning
    • Investment Planning
    • Estate Planning
    • Tax Planning
    • Charitable Giving
  • How We Work
  • Resources
    • Financial Calculators
    • Blog
    • Events
    • FAQ
  • Contact
    • Contact
    • Schedule A Discovery Call
    • Join Our Team
  • Client Login

Blog

Melissa Kolcz | Apr 8, 2025

The Tariff Tantrum Continues

Market Volatility
tariff
As you almost certainly know, the markets continue to fall in response to the new tariff policies in Washington.
Read More
Melissa Kolcz | Apr 7, 2025

The Awful Feeling of a Market Downturn

Market Volatility
Many investors are asking themselves this question as the markets go through another bumpy ride.
Read More
Melissa Kolcz | Apr 1, 2025

Important message for TurboTax users!

social security
taxes
turbo tax
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
Melissa Kolcz | Feb 13, 2025

Schwab Tax Forms & Qualified Charitable Donations

taxes
qualified charitable donations
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
Melissa Kolcz | Feb 13, 2025

Tax Preparation Checklist

taxes
CPA
We wanted to share this tax preparation checklist to help ensure that filing taxes is easy and stress free.
Read More
Melissa Kolcz | Jan 30, 2025

AI bubble burst? What's next

AI
Market Volatility
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
Marco joins the Team Beacon Financial Planning Massachusetts
Melissa Kolcz | Nov 5, 2024

Marco joins the Beacon Financial Planning Team!

Paraplanner
We are proud to announce that Marco Farina joined the Beacon Team this August as a Paraplanner.
Read More
Moves to New Main Street Location | Beacon Financial Planning
Beacon Financial Planning, Inc. | Apr 26, 2024

Beacon Financial Planning, Inc moves to new location on Main Street in Hyannis

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
Beacon Financial Planning, Inc. | Feb 9, 2024

Congratulations to Jayme on her promotion to Client Service Associate!

promotion
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
Beacon Financial Planning, Inc. | Feb 6, 2024

Did you make a Qualified Charitable Donation (QCD) last year?

qualified charitable distributions
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
Beacon Financial Planning, Inc. | Sep 29, 2023

What happens IF the US Government shuts down?

After well over a year of anxiously anticipating an economic recession, the U.S. economy continues to look fundamentally sound. However, there are several risks
Read More
Beacon Financial Planning, Inc. | 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!
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Current page 2
  • Page 3
  • Page 4
  • Next page Next ›
  • Last page Last »

Office

540 Main Street, Suite 14
Hyannis MA 02601

Contact Info

(508) 790-7039
hello@bfpcc.com

     

Get in Touch

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

© 2025 Beacon Financial Planning. All rights reserved.