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Steve Faraji

Vice President and Investment Officer, BOAA Financial Services

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Diane Winner, CFP®, CDFA®

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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The Cost of Waiting to Invest: Effect on Your Wallet Today

See how much you would need to save each month at ages 25, 35, 45, and 55 to reach $1 million at age 65.

Newsletters

HOT TOPIC: Moody’s Downgraded U.S. Debt — Does It Matter?

On May 16, 2025, Moody’s Ratings downgraded U.S. government debt from its highest rating of Aaa to Aa1. This article looks at the reasons for the downgrade and its potential effects.
Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm

Many insurance companies have begun to raise rates, restrict coverage, or stop selling policies in high-risk areas.
HOT TOPIC: High Foreign Investment in the U.S. – Will It Last?

The United States received almost one-third of all global foreign investment from 2021 to 2023. This article looks at how different types of foreign investment may impact the U.S. economy.
Home Energy Rebates Could Save You Money

The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.

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Calculators

Savings Accumulation

Estimate the future value of your current savings.
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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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