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Blog

Melissa Kolcz | Mar 9, 2021

Tax Preparation Checklist

Tax Planning
With tax season amongst us, we wanted to share this tax preparation checklist to help ensure that filing taxes is easy and stress free.
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How Do You Know You're Ready To Retire | Beacon Financial Planning
Melissa Kolcz | Feb 19, 2021

How do you know you're ready to retire?

Retirement
Folks are always wondering what the magic number is to have socked away so they can transition to the golden years of retirement. The simple answer is:
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Melissa Kolcz | Oct 23, 2020

We’re Here for You

presidential election

With less than 2 weeks until the presidential election, we wanted to send you a friendly reminder to stay calm and clear headed when it comes to thinking about

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Melissa Kolcz | Oct 15, 2020

Medicare Open Enrollment 10.15 – 12.7

medicare

Just sending a friendly reminder for those eligible, Medicare enrollment is open from October 15 - December 7. Each year, Medicare plan costs and coverage can

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Melissa Kolcz | Oct 1, 2020

All-Female Financial Planning Firm in Hyannis Guides Clients with Compassion and Confidence

September 22nd, 2020

In the late 80s, Linda Gadkowski was looking for a financial planner to help her family plan for their future. Unable to find an advisor

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Melissa Kolcz | Aug 24, 2020

S&P 500 Continues Unprecedented Rally

S&P 500
stock market returns

Friday, August 21st, 2020

We hope today's newsletter finds you well and gearing up for a nice weekend. Just a quick note before we dive into our latest

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Katie Brennan | May 8, 2020

Update on frequency of eNewsletters from BFPCC and touching base with Kelli Grew, CFP

Friday, May 8th, 2020

Thank you for following along with our updates.  With so much noise from different media sources, we try to be a voice of reason during

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Melissa Kolcz | May 4, 2020

Takeaways from Berkshire Hathaways 2020 Annual Meeting

berkshire hathaway

Monday, May 4th, 2020

Tune in to Michaela's latest video below as she discusses some key takeaways from Berkshire Hathaway's 2020 Virtual Annual Meeting.

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Melissa Kolcz | May 1, 2020

Katie Brennan Kane Discusses Benjamin Graham's “The Intelligent Investor”

bear market
Market Volatility

Friday, May 1st, 2020

Good Morning and Happy Friday. Check out Katie's latest video below as she discusses Benjamin Graham's "The Intelligent Investor."

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Melissa Kolcz | Apr 30, 2020

Why Jumping in and Out of the Markets Doesn’t Work

Thursday, April 30th, 2020

We want to thank you for your continued trust. The reason you hired our team is to navigate you through times like we are

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Melissa Kolcz | Apr 27, 2020

The Role of Bonds in a Diversified Portfolio

Monday, April 27th, 2020

Tune in to our latest video below as Michaela discusses some of the protection you have in your diversified portfolio. Also, don't

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Melissa Kolcz | Apr 24, 2020

News Resources That You May Enjoy

news

Friday, April 24th, 2020

Good Afternoon and Happy Friday. Today's video includes two news sources that do a really great job at siphoning out all
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