Videos and Webinars

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The Future is Gray, Delayed, Small, and Female

At our annual client event, Dr. Joe Coughlin, founder of the MIT Age Lab, shares how drastically retirement has changed over time, the technologies MIT is researching and building to help people age, and how demographics are driving a longevity economy we should all be aware of.

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Post Election 2020 – Where Do Taxes Go From Here?

On November 17th, we hosted a virtual conversation with BDF’s income and estate tax planning experts during which we shared our insights on what the results of the election mean for estate and income tax changes in the future as well as what you need to consider before year-end given the potentially changing landscape. We […]

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A Review of President Trump and Presidential Candidate Joe Biden’s Tax Proposals

With potential tax changes coming, what do you need to do before year-end?

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Planning in Down Markets

Market pullbacks offer several temporary tax and estate planning opportunities that pay off for years to come

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Is Planning and Investing Different for Women?

Yes! Heather Locus CPA, CFP®, CDFA®, founder of BDF’s Women’s Service Team, explains why.

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Working? Consider These Tax Saving Strategies Before Year-End

Watch to learn tax-planning strategies that will leave you pleasantly surprised at tax time next April.

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How to Pay Less Tax in Retirement

Learn three tax planning strategies retirees should consider before year-end.

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Tax Changes Coming to Illinois

The impact of Illinois’s proposed income tax changes varies considerably based on your personal situation.

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Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if BDF is engaged, or continues to be engaged, to provide investment advisory services.