BDF is recognized in Financial Advisor Magazine’s 2019 annual RIA ranking. You can view the full RIA ranking here.
June 4, 2019
Long Term Care Environment Shifting Towards Hybrid Plans When reviewing our client’s insurance coverages, a question we’re often asked is whether to purchase long-term care coverage. To answer that question there are a lot of factors to consider from your family health history to your experience dealing with a loved one going through that difficult […]
July 23, 2019
One of the foundations of personal financial planning is estate planning. For some, it can be an unpleasant topic. Just ask my wife—she put up with my nagging and cajoling for nearly six months before we put our plan in place. I can’t blame her, pondering one’s own mortality is not an everyday task. In […]
May 9, 2017
Earlier in the year the Achieving Better Life Experience Act (ABLE) was passed into law allowing individuals with disabilities to fund a tax-advantaged savings account that could be used to pay for certain qualified disability expenses. An ABLE account works similarly to a 529 College Savings Plan, where the account is funded with post-tax dollars […]
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