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Blog

How to Maximize your Social Security Benefits

Social Security may seem simple enough, but there are many situations where a clearer understanding of the benefits may earn you possibly thousands extra each year. In this post, I hope to break down the most popular situations in which you may be entitled to more than you thought. Situation 1: Single If you have never been married and never...
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Corporate security, privacy, and business continuity

Corporate privacy SS&C Technologies and its Advent and Black Diamond business units understand the importance of preserving the privacy and confidentiality of client and partner data. This bulletin provides notice and guidance to Black Diamond clients about the practices and principles used in the collection, use, maintenance, and release of client information. Read Full Story
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BFS Announcement 9/1/20

We have exciting news to share with you! Just as Tom Brady decided to leave the only professional team he has ever played for to start a new journey with a new team, we have decided to leave LPL Financial and join a new team. We have decided to partner with the Institutional arm of Fidelity Investments. We are not...
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Massachusetts Department of Unemployment Assistance Announces Guidance On CARES Act Implementation

The Massachusetts Department of Unemployment has announced new updates to the unemployment assistance under the Coronavirus Aid, Relief, and Economic Security Act (CARES Act) for those financially impacted by the Coronavirus pandemic. The Department of Unemployment Assistance is moving swiftly to implement three new public benefit programs comprised of the Federal Pandemic Unemployment Compensation (FPUC), Pandemic Unemployment Assistance (PUA) and...
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The Guide To Coronavirus Mortgage Relief Options

if you’re among those financially impacted by the coronavirus pandemic, you might be concerned about how to pay your mortgage or rent. Federal and state governments have announced plans to help struggling homeowners during this time. There are several programs available to provide Coronavirus Mortgage relief during these unprecedented and challenging times. If you are having trouble collecting rent as...
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Here’s Exactly What Banks Are Offering To Do to help Americans Affected By Coronavirus

Here’s what banks are offering to do to help Americans affected by the Corona virus. Several major banks and financial companies have announced they are willing to work with customers impacted by the Corona virus through a number of programs, including fee waivers and payment deferrals. Please see the attached list. If your bank or financial institution is not listed,...
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Unemployment Compensation Under the CARES Act

The Coronavirus Aid, Relief, and Economic Security Act (“CARES”) is to provide nearly $2 trillion of support to families and businesses during the COVID-19 pandemic. Please note that some of these Unemployment Insurance (UI) benefits also extend to the self-employed and independent contractors, two types of worker not typically covered by UI benefits. However, these benefits are not available to...
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Congress Suspends Required Minimum Distributions For 401(k)s And IRAs For 2020, Opening Window To Tax Savings

The bipartisan COVID-19 stimulus bill just signed by President Trump includes welcome tax relief for retirees: The required minimum distribution rules for Individual Retirement Accounts and 401(k)s are waived for 2020. That means that instead of taking money out this year, retirees can keep their investments growing. The RMD waiver applies to 403(b) accounts, SEP IRAs, and SIMPLE IRAs. This...
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Securities offered through PKS, Member FINRA/SIPC. Headquartered at 80 State St, Albany NY 12207. Bickling Financial Services, Inc and PKS are not affiliated entities.

Investment Advice offered through Bickling Financial Services, Inc., a registered investment advisor. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Bickling Financial Services are not affiliated companies.