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

