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
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
We are proud to announce that our Financial Advisor, Heather Lynch, is celebrating her 1st Anniversary with Beacon Financial Planning!
Read More
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
Read More
Press Release: Katie Brennan Kane and Kelli Grew earn partnership at Beacon Financial Planning, Inc.
Hyannis, MA May 30, 2023 Press Release- for immediate release
Read More
We hope this letter finds you in good health and enjoying the first few weeks of Spring! Along with the weather, the markets have been a bit sunnier lately - we
Read More
Did you know you can incorporate philanthropy in your financial planning? There are so many ways to donate to your favorite causes like ARL, including Qualified
Read More
Hyannis, MA - January 31st, 2023 - Beacon Financial Planning, Inc. has announced the promotion of Kelli Grew to Vice President of Financial Planning. Kelli
Read More
The Japanese word “kaizen” means change for the better with an emphasis on continuous improvement. Who could not want that? If you have a satisfied customer
Read More
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. Here are some financial
Read More
As we reflect on this past year, our thoughts turn gratefully to our clients and community with warm appreciation. Our continued success wouldn't be possible
Read More