BOAA Financial Services

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Newsletters

Are You Prepared for the High Cost of Dying?

End-of-life care and the death of a loved one not only carry an emotional price tag, but they often impose a substantial financial strain on families.
Don’t Take the Bait: Top Tax Scams in 2025

As tax filing season approaches, the IRS warns taxpayers to watch for scams that can cause identity theft, financial loss, or criminal penalties.
Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
Buying a Condo? Focus on the Financials

Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
College Funding

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

How much would your monthly lease payment be?
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.