BOAA Financial Services

Newsletters

Quarterly Taxes: Deadlines Keep Coming for the Self-Employed

If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
Consider Market Caps for Diversification

2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
Your Business: Reasons to Keep Personal and Business Finances Separate

Find out why it’s important to draw a line between business and personal finances, especially for credit, tax, and personal asset purposes.
Five Investment Tasks to Tackle by Year-End

2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Disability Income Insurance

How much Disability Income Insurance do you need?
Lease Payment

How much would your monthly lease payment be?
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.