BOAA Financial Services

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Newsletters

Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow’s retirees?
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

Disability Income Insurance

How much Disability Income Insurance do you need?
Cash Flow Analysis

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

This calculator can help you determine whether you should consider converting to a Roth IRA.
Impact of Inflation

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