BOAA Financial Services

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Asset Protection: Make Sure Your Umbrella Is Big Enough

While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection.
Return of Premium Life Insurance: Protection and Cash Back

This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
Your Business: Could You Benefit from a Roth Conversion in 2020?

This article focuses on the potential short- and long-term tax ramifications of a Roth IRA conversion.
The Cost of Family Caregiving

A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Credit Card Debt

How Long Will It Take to Pay my Balance?
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?