Beau Yurkevicius - Financial Planner, Baystate Financial

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Beau Yurkevicius - Financial Planner, Baystate Financial As a Financial Planner, Beau’s mission is to assist young families and family-owned businesses in getting to the next level of their financial journey.

Beau began his career in the world of physiology research where he developed the skills to organize and analyze data, then use it to tell a story. Beau continues to use these skills to similarly tell the client’s story. His goal is to understand where they are now and where they would like to be, then use coaching to bridge the gap between the two. Beau became interested in the world of personal finance as a young adult. He self-educated for 4 years before making the change to a career where he could take this knowledge and help others achieve their goals. He understands what information the public is consuming and what information has been left out of mainstream advice. Beau holds a New Life, Accident, and Health License in DC, GA, MA, CT, IN, FL, MD, TX, PA, IL, NY and FINRA Series 7, 63 and 66 Securities Licenses in MA, TX, DC, NC, VT, MD. Beau lives in Watertown, MA with his wife and fluffy cat. Beau continuously develops himself through his love of reading, exercise, and games. On his lists of favorites are camping, hiking, basketball, golf, writing lyrics, and playing strategic board and card games. Beau Yurkevicius is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. One Marina Park Drive, 16th Floor Boston, MA 02210 617-585-4500. 617-585-4500. Neither MML Investors Services nor any of its employees or agents are authorized to give legal or tax advice. Consult your own personal attorney legal or tax counsel for advice on specific legal and tax matters. CRN 202510-2965983

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for plannin...
10/26/2026

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for planning. Whether you’re considering charitable giving, retirement savings, or other investment decisions, now may be a good opportunity to review your options and coordinate with your tax professional. Let’s connect.

Three things for an employee to look at if your ESOP company is sold:1️⃣ What does this mean for you financially? It’s i...
10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

10/22/2026

Looking for ways to support clients' long-term financial goals? Clients with term life insurance may have options to convert to permanent coverage.

Learn about the available conversion options, then let's connect to discuss how they may benefit your clients.

The best financial lessons often start at home. As Halloween approaches, consider using candy budgets, costume spending,...
10/22/2026

The best financial lessons often start at home. As Halloween approaches, consider using candy budgets, costume spending, or trick-or-treat rewards as opportunities to teach children healthy money habits.

This Halloween, candy as currency can become a lesson on budgeting, market value, even taxes. This article covers suggested lessons parents can teach kids.

Check out this guide for tax-smart giving strategies to consider before year-end: https://bit.ly/3W1QvpNReady to start b...
10/22/2026

Check out this guide for tax-smart giving strategies to consider before year-end: https://bit.ly/3W1QvpN

Ready to start building your plan? Reach out today.

As your life evolves, your insurance needs may change too. Learn how term-to-permanent conversions work and whether perm...
10/20/2026

As your life evolves, your insurance needs may change too. Learn how term-to-permanent conversions work and whether permanent life insurance or the use of an available conversion option may be appropriate for your situation.

https://bit.ly/4yYHBb1

Financial decisions rarely impact just one person. Whether you’re helping support loved ones, preparing for future educa...
10/20/2026

Financial decisions rarely impact just one person. Whether you’re helping support loved ones, preparing for future education expenses, or thinking about the next generation, creating a financial strategy can help bring clarity and confidence. Let's connect.

10/19/2026

Last week, stocks fell as technology and AI-related weakness outweighed resilience in defensive sectors. Treasury yields declined amid demand for safety, while persistent inflation and strong consumer spending added uncertainty around interest rates. Learn more about the market forces driving recent performance in this week’s perspective.

Many business owners spend years building value without knowing what their business may be worth today. Understanding th...
10/19/2026

Many business owners spend years building value without knowing what their business
may be worth today. Understanding the value of your business can help support growth, succession, and long-term planning decisions. Let’s start the conversation.

Address

134 Turnpike Road, Suite 300
Southborough, MA
01772

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