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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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Katie Brennan | Sep 1, 2016

Financial Decisions Made Easy with Clearly-Defined Goals

Financial Planning
Goals

One of the best illustrated instances of indecision occurs in the story of Alice in Wonderland in which Alice comes to a fork in the road and must choose a path

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Katie Brennan | Sep 1, 2016

Will It to be So: Things to Consider for a Strong Will

death and taxes
Estate Planning
gifting
health care proxy
poa
Reduce Estate Taxes
Tax Planning
will

Answer this riddle: what’s the one thing that will eventually happen to everyone, but generally, no one wants to discuss? Death is a subject that immediately

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Katie Brennan | Jul 26, 2016

Investing for Retirement: What Would Warren Buffett Do?

buffett
income
investing
portfolio
Retirement Income
warren
warren buffett

Caught in an extraordinary convergence of unhinged stock market volatility and historically low interest rates on savings, many people are rethinking their

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