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Blog

Melissa Kolcz | Sep 16, 2022

The Downturn in Perspective

Market Volatility
bear market
Recession
By now you know that market timers and traders were spooked once again, causing a downward ripple across the U.S. investment markets.
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Melissa Kolcz | Sep 13, 2022

Community Involvement: Leadership Cape Cod

nonprofit
leadership cape cod
This month's featured non-profit is Leadership Cape Cod.
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Melissa Kolcz | Aug 18, 2022

Katie celebrates 8 years with Beacon!

We are proud to announce that our Vice President of Operations & Client Services, Katie Brennan Kane, is celebrating her 8th year with Beacon Financial Planning
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Melissa Kolcz | Aug 9, 2022

Community Involvement: Animal Rescue League

Non-profit
This month's featured non-profit is the Animal Rescue League of Boston. How can you help animals in need?
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Melissa Kolcz | Jul 22, 2022

Kelli Grew announced as a Cape & Plymouth Business 40 under 40 Honoree

Kelli Grew, CFP at Beacon Financial Planning, announced as a 40 Under 40 Honoree
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Melissa Kolcz | Jul 12, 2022

Quarterly Newsletter - July 2022

press
small business
Financial Planning
Beacon Financial Planning was recently announced as SCORE's Small Business of the Year and also named as a Top 3 Finalist for Cape Cod's Best Financial Planning
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Melissa Kolcz | Jul 12, 2022

SCORE awards Beacon Financial Planning as Small Business of the Year

press
small business
Financial Planning
Celebrate with SCORE Cape Cod & the Islands and Beacon Financial Planning at the 29th SCORE Small Business Awards on 10/26.
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Melissa Kolcz | Jun 14, 2022

How to Stay Disciplined During a Bear Market

bear market
Market Volatility
We can agree with Nick Murray who says, "Volatility produces a temporary loss that only an investor can make permanent."
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Melissa Kolcz | May 20, 2022

What is an I bond and why do I keep hearing about them?

ibond
I bonds, which offer both a fixed rate of return + an inflation adjusted rate sound like a dream, but as with any investment vehicle, there are pros + cons.
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Melissa Kolcz | May 2, 2022

How to Stay Disciplined During Market Volatility

Market Volatility
bear market
stock market volatility
If we are not in a bear market yet, we're getting pretty close. The definition is a 20% downturn or more over at least a two-month period of time.
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Melissa Kolcz | May 2, 2022

Raising Money-Smart Kids Safeguards Parents’ Retirement

Retirement
During my 24 years as a financial planner, I have seen parents make choices that compromise their retirement or future financial goals.
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Melissa Kolcz | Apr 12, 2022

Spring Updates from the Beacon Team

Retirement
We are excited to announce that Beacon Financial Planning was awarded as a Cape & Plymouth Business Media 2022 Watchlist Honoree.
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