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Wednesday, February 26, 2020

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 months, the word "guaranteed" can sound very enticing, especially if you're nearing or already in retirement. But there is nothing "surface level" about annuities.

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 Committee members Michaela Herlihy, CERTIFIED FINANCIAL PLANNER and Kelli Grew, CERTIFIED FINANCIAL PLANNER.

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. 

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 gratitude.  I read a blog this morning that discussed taking the time to let go of your to-do list and instead make a list of your accomplishments-- how powerful.

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 ensure you are aware of some tax efficient ways to make charitable contributions.

At speaking engagements I often jokingly ask, "RAISE YOUR HANDS IF YOU WANT TO PAY MORE TAXES."  Unsurprised by still arms in the audience, we move towards a discussion of how investors&nbs

Bear Markets are Healthy for Long Term Returns

'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 will Trump be our Leader?

Voters may feel uncertain

As to whether they can trust either.