Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At BD Financial Associates, Inc. we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Helpful Content
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
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College Savings
See how much you may need to save now to cover future college costs for your child.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.