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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
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.
Agent Jane Bond is on the case, cracking the code on bonds.
With alternative investments, it’s critical to sort through the complexity.
All about how missing the best market days (or the worst!) might affect your portfolio.
There are hundreds of ETFs available. Should you invest in them?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.