BOAA Financial Services

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Newsletters

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.
Medicare or Medicaid?

It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor

At age 94, Warren Buffett recently announced his retirement as CEO of Berkshire Hathaway. This article focuses on investment fundamentals as well as tips and quotes from the famous investor.
Important Tax Breaks for Pass-Through Businesses

Some owners of pass-through businesses may be able to deduct up to 20% of their qualified business income and/or take generous deductions for investing in qualified property.

Car Affordability

How much can you afford to pay for a car?
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.