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Financial Planning

A Historical Perspective of Recessions & the Importance of Staying Invested

Submitted by Beacon Financial Planning of Cape Cod, Inc. on August 2nd, 2019

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.

Tags:
  • Beacon Financial Planning
  • Economic Recessions
  • Financial Planning
  • Financial Responsibility
  • Investments
  • Recession
  • Retirement
  • Read more

Financial Decisions Made Easy with Clearly-Defined Goals

Submitted by Beacon Financial Planning of Cape Cod, Inc. on September 1st, 2016

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 to continue her journey. She seeks the advice of grinning Cheshire cat which appears out of nowhere.

Tags:
  • financial motivation
  • Financial Planning
  • Financial Responsibility
  • Goals
  • Savings Plan
  • Read more

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Please contact us to schedule your initial consultation.

Cape Cod Office:

72 Pine Street
Hyannis, MA 02601
(508) 790-7039

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