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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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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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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We are excited to announce that Beacon Financial Planning was awarded as a Cape & Plymouth Business Media 2022 Watchlist Honoree.
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We want to assure you that Beacon Financial Planning and Schwab are carefully monitoring the current geopolitical situation.
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With tax season among us, we wanted to share this tax preparation checklist.
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We encourage our clients to review their beneficiaries at least once a year to make sure they are up to date.
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We know that when markets get volatile, it can be tempting to change course. While we can't predict what happens next, we always proactively plan for market
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We hope 2022 is off to a healthy and happy start. We are extremely proud of our clients for trusting us and choosing Beacon as your partner.
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As we reflect on 2021, our thoughts turn gratefully to our clients with warm appreciation.
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In celebration of Giving Tuesday, now is the time to consider ways to give back. Philanthropy has never been more important during these difficult times.
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As we look forward to the final quarter of 2021, we’re feeling optimistic about many things.
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