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
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
Understanding the SECURE Act 2.0
A timeline covering a few of the major provisions of the SECURE Act 2.0.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.