We are excited to announce our 1st networking event of 2020. Please join us for coffee and networking on Thursday, March 19, 2020 from 8am-9am at our office.
I was sitting in a meeting the other day, where the topic of discussion was life changes. Specifically, it was about how certain events in life have huge financial impact (birth, new job or job loss, marriage, divorce, retirement, disability, death). I instantly made a mental note: “must write an article about death and its
The Income Related Monthly Adjustment Amount, referred to as IRMAA, can come as a surprise to some retirees. The standard Part B Medicare premium in 2018 is $134. What most people don’t know is that as retirees they may end up paying a significant surcharge on their Medicare Part B and Part D (Drug benefit) premiums. This is a result of the Medicare Modernization Act of 2003 (which took effect in 2007) affecting Medicare Part B
Community service has always played a big role in my life. While growing up, my parents were both pastors and deeply involved in non-profit work. Giving was just something that was expected; it was part of our way of life. As an adult, I have carried the values my mom and dad instilled in us
We are excited to announce that we will be hosting a networking event at Fore! Golf Entertainment on March 28th from 6-9pm. (Due to the weather, this has been rescheduled from the 21st.) All proceeds will benefit Waypoint Adventure, a nonprofit that uses outdoor adventures to challenge youth and adults with disabilities to discover their purpose,
New visitors to our home frequently comment on our kitchen, specifically on how great it looks. We had it built a few years ago. While my wife and I graciously accept the compliments, every time I hear someone ‘ooh and aah’ over it, secretly I cringe. It’s not that it’s not beautiful – to the
The other day, a friend told me about a relative who had suffered from a heart attack and had to be rushed to the hospital. Thankfully, the man was treated in time and is now home in recovery. Even so, it was a shock to everyone as no one was aware that he had any
Dan Kline brings over two decades of operations experience in high growth environments. DEDHAM, MASSACHUSETTS, JANUARY 2, 2018 – Beck Bode Wealth Management today announced that Dan Kline is joining the firm as Chief Operating Officer. A seasoned operations expert, Dan will oversee all aspects of day-to-day management, including client services and the firm’s fast-growing
We are looking to add a new Client Relationship Manager to our growing team. If you are experienced in customer service with excellent communicative skills to match, please review the job description to see if you’d further be a fit for the position. Any inquiries or resumes can be sent to vincent.savio@beckbodewealth.com. Client Relationship Manager Job Description
Earlier this year we received the unprecedented news that the United Kingdom had voted to leave the European Union, which set the global markets and media into a panic. Although this result was entirely unexpected, it’s imperative that we remember how the markets recovered in both speed and strength. With the recent results of the
