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News

Cecilia Brown | Apr 27, 2023

The Cost of Healthcare in Retirement: How You can Plan Ahead

Healthcare
Retirement

There are many things to look forward to when we hit retirement age: spending more time with family, traveling, more time to relax, and countless other things

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Cecilia Brown | Apr 5, 2023

How a Financial Advisor Parent Teaches Her Kids About Money

Family Finances

As a parent, you know that the days are long and the years are short, or so the saying goes. One minute you’re loading them in a stroller and the next you’ve

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Cecilia Brown | Mar 20, 2023

4 Things to Consider Before Relocating in Retirement

Retirement
Family Finances

Retirement is a time of reflection and change.; you've worked hard your entire life, and now it's time to enjoy the fruits of your labor! But what if you're not

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Cecilia Brown | Mar 17, 2023

The Worst Mistakes You Can Make When It Comes to Your Credit

credit
Personal Finance

In a previous post, we discussed how your credit score is calculated and why good credit is so important: it’s the main factor in determining whether you

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Cecilia Brown | Mar 8, 2023

Financially Supporting Adult Children: Is it time to cut the cord?

Family Finances
Retirement

As parents, it’s our job to wean our children off things as they get older and more independent:

  • Pacifiers
  • Bottles
  • Crying at the grocery store when they
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Cecilia Brown | Feb 14, 2023

Should You Cut Back on Your 401k During a Down Market Cycle?

Retirement
401k
stock market

Oof. This has been a rough year. I’m not just talking about 2023 (which we’re just starting); I’m talking about the build-up to this point as we’ve navigated a

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Cecilia Brown | Feb 5, 2023

Actionable Tax Strategies You Can Implement This Year

Taxes

I’m always excited to speak to a prospective client for the first time. It’s a chance to get to know each other and make sure that it’s the right fit on both

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Cecilia Brown | Jan 11, 2023

A Down and Dirty Look at the SECURE Act 2.0

Retirement
Taxes

It’s that time of year again—time to start planning for the upcoming tax season. And just like that, Congress squeaked in some last-minute tax changes at the

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Cecilia Brown | Jan 3, 2023

Who Should You Have on Your Financial Planning Team?

Personal Finance

Financial planning isn’t something that most people do on their own. As they say – teamwork makes the dream work, and your team should be made up of several

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Cecilia Brown | Dec 15, 2022

Gift Giving Ideas (And More Ways to Save Money Over the Holidays)

Family Finances

Part of getting into the holiday spirit sometimes goes hand-in-hand with getting into holiday debt. But it doesn’t have to be that way! Below are some ideas on

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Cecilia Brown | Nov 21, 2022

The Effects of the Election on Some Key Personal Financial Issues

Personal Finance

Wouldn’t it be wonderful if the day after an election…we knew exactly who had won and what was going to happen next?

As I write this, two weeks after the

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Cecilia Brown | Nov 1, 2022

Congratulations! You’ve Inherited Something! Now What?

Beneficiary Designation
Personal Finance
inheritance

You’ve received the sad news that you’ve lost a loved one. You’ve also learned that you are the beneficiary of some assets. Now what do you do?

Unfortunately

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Cecilia Beach Brown Is a registered representative offering investment and advisory services through Lincoln Financial Securities Corporation, Member SIPC. Advisory Services are offered to residents of Maryland. LFS and its representatives do not offer tax or legal advice. Please see your tax or legal professional regarding individual circumstances. C Beach Brown, LLC, Pilot Financial Advisors and Lincoln Financial Securities are separate entities.

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See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.

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