BOAA Financial Services

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Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Consider Roth for Tax-Free Income

Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Cash Flow Analysis

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

Estimate the future value of your current savings.