Insights and Strategies for Financial Success: The BD Oxford Financial Blog

Between 1995 and 2000, the Nasdaq Composite Index surged by approximately 400% [1], reflecting the explosive growth of internet-based...

We'll explore how a 60-year-old with a $700,000 indexed annuity can use up to 4% annually to secure a $5 million life insurance policy...

By using Tax Efficient Retirement Withdrawal Strategies and converting your retirement accounts to Roth IRAs, you can dramatically reduce yo

BDO Financial is proudly located in the beautiful historic Downtown of Templeton, California

There will be approximately $68 trillion being transferred to the next generation over the next...

Exemption from Required Minimum Distributions (RMDs) Arguably the greatest of the many potent advantages Roth IRAs hold over other retire...

Many individuals enter retirement with assumptions about their income that may not hold up under scrutiny.

The 100 Minus Age Rule? This rule says you should subtract your age from 100.

Retirees who live by the 4% rule and who keep pulling out money from their portfolios trusting that they won't run out, could end up...

This is a Pre-Recorded Webinar that is very informative and can answer questions pertaining to your personal tax picture.

How much do you spend on goods throughout the year? What if you saved an average of 10-25% on everything you HAD to buy...

Questions we always ask ourselves in preparation for retirement: "When will the market correct?"

Are you involved in raising charitable donations? We may be able to help increase donations by up to 300%

Sure, instant money is tempting, but what are you going to do with it? Is it going to be worth the same in 10, 20, or 30 years?

It's no surprise that most investors are in search of alternative investment strategies to diversify...