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Katie Brennan | Mar 6, 2020

Smart things to do (that many won't) in a down market

market decline
market fluctuation
Market Volatility

Friday, March 6th, 2020

One of the most unsettling aspects of market downturns is the fact they are out of your control. Markets move based on numerous

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Melissa Kolcz | Feb 28, 2020

Mr Market wants you to be scared

bear market
coronavirus
market correction
market decline
market fluctuation
Market Volatility

Friday, February 28th, 2020

Just a friendly reminder that although we have no control over market volatility, we can control how we handle our emotions and

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Katie Brennan | Feb 28, 2020

BFPCC Team Year in Review

beaconfinancialplanning
cape cod
Financial Planning

January 28th, 2020

I hope you are enjoying the start to the New Year and New Decade. I pause in gratitude to reflect on this past decade and want to share

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Katie Brennan | Feb 28, 2020

Coronavirus: Don't Allow Fear to Drive Financial Decisions

coronavirus
market fluctuation
Market Volatility

Wednesday, February 26, 2020

Uncertainty can shake any investor's confidence and lead to costly mistakes.  While the COVID-19 infection seems to be

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Melissa Kolcz | Sep 24, 2019

How Annuities Work...

Annuities
Annuity
investment

On the surface annuities sound pretty great; a guaranteed stream of income for the rest of your life. And with the volatility we've experienced in the last 12

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Melissa Kolcz | Aug 2, 2019

A Historical Perspective of Recessions & the Importance of Staying Invested

Beacon Financial Planning
Economic Recessions
Financial Planning
Investments
Recession

We hope you are well and enjoying summer. For this edition of our e-newsletter, we offer a conversation with Beacon Financial Planning of Cape Cod's Investment

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Katie Brennan | Jan 16, 2018

Thought of the Day

Gratitude
Happy New Year
Honest
Quotes

As we close out 2017, we reflect on all for which we have to be grateful.  I want to thank you for your continued trust, business and friendship. 

I credit my

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Katie Brennan | Nov 20, 2017

Financially Savvy Gift Giving

BFPCC
Channukah
Christmas
Don't blow your budget
Don't break the bank
financial plan
Financially Savvy
Gift giving
Gifts
giving
Holidays
Presents
Saving
Savvy
spending plan
Stay on Track
Thanksgiving
wallet

The mornings are crisp and remind us that the holidays soon approach.  Thanksgiving is my favorite holiday because it's all about family, friends, food and

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Katie Brennan | Nov 16, 2017

Tax Efficient Donations to Charity--a Win Win!

appreciated stock
charitable giving
charity
donations
giving
giving tuesday
reduce taxes
taxes

We are fortunate that many of the individuals and families with whom we work are inclined to give back to our amazing community.  That being said, we want to

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Katie Brennan | Jan 24, 2017

The Very High Cost of Waiting to Save for Retirement & Some Great Vehicles for Business Owners and Employees to Reduce Taxes

401k
business owner
IRA
savings
sep IRA
solo 401k
solopreneur
Employees, Solo-Preneurs and Business Owners Have Excellent Opportunities for Tax Savings via Retirement Plans. 

At speaking engagements I often jokingly ask,

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Katie Brennan | Jan 24, 2017

Why Bear Markets Don’t Matter

bear market
bull market
finance
market fluctuation
Retirement Income
stock market returns

Bear Markets are Healthy for Long Term Returns

The substantial thing about bear markets that should matter to investors is how they react to them. First, no

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Katie Brennan | Oct 25, 2016

The 2016 Presidential Election: A Poem by Michaela

democrat
humor
presidential election
republican

'Twas the weeks before election

And all through the land

Voters are curious...

Who's next to take the stand?

 

Will we have our first female President?

Or

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