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
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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
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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
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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
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Hyannis, MA - January 31st, 2023 - Beacon Financial Planning, Inc. has announced the promotion of Kelli Grew to Vice President of Financial Planning. Kelli
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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
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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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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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YARMOUTH — What do a financial planning firm, a media publication and a center for training and education have in common?
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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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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
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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