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
Roth 401(k) vs. Traditional 401(k)
Compare Roth and traditional 401(k) options to see which may work better for your situation.
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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
College Savings
See how much you may need to save now to cover future college costs for your child.
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.