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News

Cecilia Brown | Aug 11, 2021

Is Travel on Your Retirement Bucket List? Make it Part of Your Financial Plan

Fun Stuff
Retirement

In our last blog, we asked travel expert Deb Clark what people should be aware of if they’re making travel plans in the near future.

But what if your plans

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Cecilia Brown | Aug 11, 2021

Making Travel Plans? A Travel Expert Gives Us Her Tips

Fun Stuff
Family Finances

After a long year (and counting) of dealing with Covid, many of us have been itching to get out of the house and back out into the world. We’re ready to buy

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Cecilia Brown | Jul 6, 2021

Changes in Real Estate: A Q&A with Realtor Tara Surlis Kelly

Real Estate
Personal Finance
Family Finances

We’ve experienced a lot of changes over the last year (yes, I know – that’s an understatement!). One of the many industries that has had to adapt to Covid and

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Cecilia Brown | Jul 1, 2021

You’ve Refinanced Your Mortgage – Now What?

Mortgage
Personal Finance
budgeting

With today’s low interest rate environment, many people have decided to refinance their mortgages.  Some traded a 30-year mortgage for a 15-year mortgage and

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Cecilia Brown | Jun 17, 2021

What the Latest Inflation News Could Mean for Your Portfolio

Inflation
Personal Finance

With the ups and downs the market has experienced over the last year, you might have stock market fatigue - and all the recent talk about inflation probably isn

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Cecilia Brown | Jun 14, 2021

Get Your College-Bound Kid Ready: It’s Time to Talk MONEY

Family Finances
Financial Education

It’s summer, which means that many of you have probably just breathed a huge sigh of relief having lived through graduation ceremonies and ending the long road

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Cecilia Brown | May 25, 2021

Life Insurance & Retirement: Your Options and Next Steps

Insurance
Retirement

As adults, we’ve been told over and over again to make sure we have enough life insurance should the unthinkable happen. And if you’ve followed this advice, I

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Cecilia Brown | May 25, 2021

Make Your Tax Documents Do Double Duty. Your Future Self Will Thank You

Taxes
Personal Finance

When I ask clients for their tax returns, I’m sometimes met with a “why?” The truth is that many of the documents that you collect to file your taxes can help

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Cecilia Brown | Mar 15, 2021

Protecting Your Loved Ones: Having the Fraud Discussion

In the early days of email and the internet, it was pretty easy to spot a scammer: the grammar might be a little off or the situation they were presenting

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Cecilia Brown | Mar 9, 2021

Be Prepared: Home Issues Can be an Inconvenience, Not a Catastrophe

Family Finances
Insurance
Personal Finance

When disaster strikes at home, it’s incredibly stressful. Our homes are our sanctuaries, our comfort zones. So, when you have pipe burst or a sewage back up

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Cecilia Brown | Feb 11, 2021

Retirement Fail: Most People Forget to Plan for This

Retirement

When it comes to retirement planning, most people focus on their finances; planning for healthcare costs, living expenses, and having some fun along the way is

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Cecilia Brown | Feb 11, 2021

Beneficiary Designation: The Greatest Gift You Can Give Your Family

Family Finances
Beneficiary Designation
Life Insurance
Estate Planning

It’s the beginning of a new year and we’re all ready to start fresh. The holidays are behind us and (hopefully) we’re feeling upbeat and renewed and ready to

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Annapolis MD 21403

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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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