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It May Be Time for a Financial Checkup Inflation and Your Portfolio Perception vs. Reality Making Your Tax Bracket Work To Buy or Not to Buy

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

What You Need to Know About Social Security

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?

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

Credit Card Payoff

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

 

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your 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.

College Savings

See how much you may need to save now to cover future college costs for your child.

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Rightsizing for Retirement

What does your home really cost?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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