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Diane Winner, CFP®, CDFA®

Vice President and Investment Officer, BOAA Financial Services

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Steve Faraji

Vice President and Investment Officer, BOAA Financial Services

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Matt Crème

Vice President and Investment Officer, BOAA Financial Services

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Social Security: When Should You Claim Retirement Benefits?

The amount you'll receive in retirement from Social Security can vary depending on the age when you claim benefits.

Newsletters

Market Measures: Beyond the Dow

In addition to the better-known Dow Jones Industrial Average and S&P 500 stock indexes, this article provides an overview of some stock indexes that are commonly used as benchmarks.
New SAVE Repayment Plan Offers Key Benefits

In July 2023, the Department of Education launched a new income-driven repayment plan for federal student loans called the Saving on a Valuable Education Plan.
Charitable Gifts of Life Insurance

Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
A Pension Strategy That May Boost Your Income

A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.

More Newsletters »

Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Life Expectancy

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

Use this calculator to estimate how much income and savings you may need in retirement.
Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators »

LPL Financial Form CRS

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).

Insurance products are offered through LPL or its licensed affiliates. Bank of Ann Arbor and BOAA Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BOAA Financial Services, and may also be employees of Bank of Ann Arbor. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Bank of Ann Arbor or BOAA Financial Services. Securities and insurance offered through LPL or its affiliates are:

• Not FDIC Insured • Not Bank Guaranteed • May Lose Value • Not a Bank Deposit • Not Insured by Any Federal Government Agency

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Bank of Ann Arbor provides referrals for financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This Creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html

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