BOAA Financial Services

We love to help. How can we help you?

Newsletters

Navigating Medicare Open Enrollment

The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.
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.
HOT TOPIC: AI Expectations Underpin the Economic Outlook for 2026

This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.
What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.