Bickling Financial Services

06/01/2026

Patrick Hanlon, CFP, discusses auto insurance, the different coverage options available, and how to evaluate what may best support you and your family. For more information, contact Patrick at [email protected] or 781-862-9792.

05/28/2026

Jack Freedman, CFP®, NSSA®, explains the difference between tax deductions and tax credits—and how each may impact your financial situation. For more information, contact Jack at [email protected] or 781-862-9792.

05/26/2026

Ashley Hoy, MBA explains what a 401(k) is and highlights strategies that may help maximize its benefits for retirement savings. To learn more, contact Ashley at [email protected] or 781-862-9792.

05/25/2026

Wishing a peaceful Memorial Day to you and your loved ones as we remember and honor the heroes who fought for our liberty.

05/22/2026

Patrick Hanlon, CFP®, explains the difference between Roth and pre-tax contributions—and how to evaluate which option may be right for your financial situation. To learn more, contact Patrick at [email protected] or 781-862-9792.

05/21/2026

Jack Freedman, CFP®, NSSA®, shares the benefits of renters insurance. For more information, contact Jack at [email protected] or 781-862-9792.

05/18/2026

Ashley Hoy, MBA highlights the benefits of brokerage accounts and how they can support your financial goals. For additional information, contact Ashley at [email protected] or 781-862-9792, or visit https://hubs.la/Q04g_M2n0.

05/15/2026

Choosing a financial advisor is one of the most important decisions a family can make — but too often, people focus on the wrong things.
Spencer Bett, CFP® recently sat down with the National Professional Referral Network to talk about what clients should really look for when evaluating a financial advisor, especially in a market like Boston where there are so many options.
In the conversation, they covered:
• What separates a strong advisor from a generic one
• The common mistakes people make when choosing financial guidance
• Why long-term planning, risk management, and relationship fit matter
• How high-net-worth families can think more clearly about retirement, wealth management, and financial security
This is worth watching if you are evaluating an advisor, reconsidering your current relationship, or simply want a better framework for making confident financial decisions.
Watch the full interview here: https://www.youtube.com/watch?v=fCUASnde-fA

Looking for the best financial advisor in Boston?In this expert interview, Spencer Betts explains what to look for - and what most people get wrong when choo...

05/13/2026

Jack Freedman, CFP®, NSSA®, explains the differences between the S&P 500, the Dow Jones Industrial Average (DJIA), and the Nasdaq. To learn more, contact Jack at [email protected] or 781-862-9792, or visit www.bickling.com.

05/12/2026

Patrick Hanlon, CFP® explains what Individual Retirement Accounts (IRAs) are and outlines the different types available. For more information, contact Patrick at [email protected] or 781-862-9792, or visit https://hubs.la/Q04ghTyR0.