BOAA Financial Services

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Newsletters

Could Employee Ownership Be Part of Your Succession Plan?

An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
Three Ways to Help Build Financial Resilience

Here are some steps to help handle challenging times and potentially emerge even stronger.
Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

Credit Card Debt

How Long Will It Take to Pay my Balance?
Disability Income Insurance

How much Disability Income Insurance do you need?
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.