BOAA Financial Services

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Newsletters

Media Trends: Where Have All the Readers Gone?

The majority of Americans read few books over the last year, while the number of weekly podcast listeners has been rising.
Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
Financial Tools That Can Help Americans with Disabilities

Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Credit Card Debt

How Long Will It Take to Pay my Balance?
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Disability Income Insurance

How much Disability Income Insurance do you need?