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Blog

Beacon Financial Planning, Inc. | 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. Here are some financial
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Beacon Financial Planning, Inc. | 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. Our continued success wouldn't be possible
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Beacon Financial Planning, Inc. | Nov 1, 2022

Cape Cod Times Article: Celebrating businesses on Cape & Islands

press
small business
YARMOUTH — What do a financial planning firm, a media publication and a center for training and education have in common?
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Beacon Financial Planning, Inc. | 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. We would like to thank our local
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Beacon Financial Planning, Inc. | 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

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Beacon Financial Planning, Inc. | Oct 11, 2022

Calmer Choice: Collected + Connected Fundraiser on 10/27

nonprofit
As women who grew up on Cape Cod and who are now raising children of our own in the same community, we believe strongly in the mission of Calmer Choice. We are
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Beacon Financial Planning, Inc. | Sep 26, 2022

A Closer Look at Historical Bear Markets & The Cure

Recession
bear market
bull market
Market Volatility
My goodness; stocks are taking a terrible beating these days. From the way the market is behaving, one might think that some of the world’s largest and most
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Beacon Financial Planning, Inc. | 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
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Beacon Financial Planning, Inc. | 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

Our connection with our community is deeply important to every member on our team. We all have different passions but we are committed to giving back to the

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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

Tuesday, August 9th, 2022

Our connection with our community is deeply important to every member on our team. We all

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Hyannis MA 02601

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