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 Services, 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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
A look inside the U.S. government's statistics on household net worth.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Apps that help small business owners better manage and grow their business.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are hundreds of ETFs available. Should you invest in them?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Do you have causes that you want to support with donations? Here are three tips.
Here’s a crash course on saving for college.
Smart investors take the time to separate emotion from fact.