BOAA Financial Services

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HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Separately Managed Accounts: Tax-Efficiency and Tailored for You

With SMAs, investors have the flexibility to fine-tune their asset allocations for their own unique circumstances and better manage their tax liability.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.
Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?