BDM Financial Advisors

BDM Financial Advisors Specialties: Individual Retirement, Financial Planning, Financial consulting, Business retirement

06/01/2026

The latest issue of Market Week is available.

06/01/2026

Understanding how your spouse's death impacts your taxes can be helpful in managing tax liability.

05/29/2026

The applicable exclusion amount is the amount that can be sheltered from federal gift and estate tax by the unified credit. Prior to 2011, the applicable exclusion amount was not portable between spouses. If the first spouse to die left everything to the surviving spouse, the applicable exclusion am...

05/28/2026

An individual 401(k) plan is really nothing more than a combined profit-sharing plan and 401(k) plan implemented by a self-employed individual or small business owner with no full-time employees (unless the full-time employee is the owner's spouse). These plans, which went into effect after passage....

05/28/2026

Retirement confidence slipped in 2026 for both workers and retirees.

05/27/2026

Find out how you could benefit by seeking help from a financial professional.

05/26/2026

This may be a good time to make sure you are on track to meet your annual contribution goal.

05/26/2026

The latest issue of Market Week is available.

05/25/2026

What used to be a rite of passage may be yet another source of anxiety for today's teens.

05/25/2026

Taking out loans with long repayment periods of six or seven years might help someone qualify to buy a more expensive car, but it also pushes up the cost of ownership over time.

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149 E 3rd Street
Grove, OK
74344

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