Retirement Annuity
A retirement annuity provides you with steady, guaranteed income during retirement — either for your lifetime or for a specific period of...
top of page
Explore Financial Insights
Search
BDO Financial
- Feb 23
- 3 min
9 Stocks Jumped 200% In 3 Years Since Covid Rocked The World
It's been three years since the Covid crash tanked the S&P 500. But there's still plenty of ways to make money since. Nine stocks in the...
130
BDO Financial
- Feb 22
- 4 min
Retirement Planning Upgrade Turns Your 401(k) Into A Cash Machine
Congress has given 401(k) plan sponsors like your employer the green light for offering investments that provide guaranteed lifetime...
190
BDO Financial
- Aug 30, 2022
- 4 min
Information for What to Do (and NOT Do) After Someone Dies
The death of a loved one is a difficult event to endure. New matters arise that need to be handled as well. There are so many phone...
110
BDO Financial
- Aug 22, 2022
- 2 min
A Hack to Improve your child's future credit score!
Something as simple as naming your child as an authorized user on your credit card could be a great way to set them up with a healthy...
110
BDO Financial
- Aug 27, 2021
- 1 min
THE ROAD TO RETIREMENT
The 100 Minus Age Rule?
This rule says you should subtract your age from 100.
620
BDO Financial
- Aug 17, 2021
- 2 min
Stop 'Dollar-Cost Ravaging' Your Portfolio in Retirement
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...
280
BDO Financial
- Jul 2, 2021
- 1 min
BDO Financial Headquarters
BDO Financial is proudly located in the beautiful historic Downtown of Templeton, California
530
BDO Financial
- Dec 15, 2020
- 1 min
Taxes in Retirement
This is a Pre-Recorded Webinar that is very informative and can answer questions pertaining to your personal tax picture.
320
BDO Financial
- May 22, 2019
- 4 min
How Bargain Hunting Can Change Your Financial Future
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...
810
BDO Financial
- Apr 25, 2019
- 2 min
When is the Stock Market Going to Correct? How Much Will Your 401(k) or IRA lose?
Questions we always ask ourselves in preparation for retirement: "When will the market correct?"
2190
BDO Financial
- Apr 22, 2019
- 2 min
How Your Charity, Church, School, or Other 501(c) Can Earn Guaranteed Donations.
Are you involved in raising charitable donations? We may be able to help increase donations by up to 300%
230
BDO Financial
- Apr 16, 2019
- 1 min
Would you rather have $1,000,000 today, or $5,500 per month for the rest of your life?
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?
1450
BDO Financial
- Apr 15, 2019
- 1 min
$5 Million Dollar Life Insurance Policy For Zero Out of Pocket?
Premium finance is a unique strategy that can keep your estate and heirs funded for years to come with no out-of-pocket costs
710
BDO Financial
- Apr 12, 2019
- 1 min
The stock market is volatile, but there are alternatives.
It's no surprise that most investors are in search of alternative investment strategies to diversify...
320
BDO Financial
- Mar 16, 2019
- 1 min
How much tax is the government going to take from your family?
There will be approximately $68 trillion being transferred to the next generation over the next...
1760
bottom of page