top of page
Insights and Strategies for Financial Success: The BD Oxford Financial Blog
Expert Advice on Retirement Planning, Investment Strategies, Wealth Preservation, and Insurance From Templeton, Ca
Major Warning! Do You Remember the 2000 and 2008 Market Crashes? We May Be on the Precipice Yet Again. Barry Oxford’s ‘Safety-First’ Strategy is More Important Today Than Ever!
Between 1995 and 2000, the Nasdaq Composite Index surged by approximately 400% [1], reflecting the explosive growth of internet-based...
rebecca92801
Oct 4, 20247 min read
$5 Million Dollar Life Insurance Policy For Zero Out of Pocket?
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...
rebecca92801
Jul 3, 20243 min read
Retirement Double Dipping - It's Good Until the Tax Man Comes. Tax Efficient Retirement Withdrawal Strategies with BD Oxford Financial.
By using Tax Efficient Retirement Withdrawal Strategies and converting your retirement accounts to Roth IRAs, you can dramatically reduce yo
rebecca92801
May 28, 20243 min read
Ensuring Financial Security: Wealth Preservation Strategies at BD Oxford Financial
BDO Financial is proudly located in the beautiful historic Downtown of Templeton, California
BDO Financial
Apr 1, 20242 min read
Understanding the Wealth Transfer Tax Impact: What You Need to Know
There will be approximately $68 trillion being transferred to the next generation over the next...
rebecca92801
Mar 1, 20242 min read
Divorce the IRS in Retirement: Unlock Your Financial Freedom with BD Oxford Financial's Roth IRA Conversion
Exemption from Required Minimum Distributions (RMDs) Arguably the greatest of the many potent advantages Roth IRAs hold over other retire...
rebecca92801
Feb 15, 20245 min read
The Truth About Your Retirement Income: When Would You Want to Know? Retirement Income Planning With BD Oxford.
Many individuals enter retirement with assumptions about their income that may not hold up under scrutiny.
rebecca92801
Feb 14, 20242 min read
THE ROAD TO RETIREMENT
The 100 Minus Age Rule?
This rule says you should subtract your age from 100.
BDO Financial
Aug 27, 20212 min read
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...
BDO Financial
Aug 17, 20213 min read
Taxes in Retirement
This is a Pre-Recorded Webinar that is very informative and can answer questions pertaining to your personal tax picture.
BDO Financial
Dec 15, 20201 min read
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...
BDO Financial
May 22, 20194 min read
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?"
BDO Financial
Apr 25, 20192 min read
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%
BDO Financial
Apr 22, 20192 min read
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?
BDO Financial
Apr 16, 20191 min read
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...
BDO Financial
Apr 12, 20191 min read
bottom of page