Our firm, Boden and Associates, focuses on helping both individuals and business owners to achieve wealth and tax effective planning. Our team creates plans for clients in all stages of wealth accumulation as well as future income planning. Our vast range of knowledge and hardworking team of women are here to provide you with guidance and honest advice tailored to your unique financial situation.

“Define success in your own terms, achieve it by your own rules, and build a life you’re proud to live.”
- Anne Sweeney, Co-Chair of Disney Media Networks

Who We Serve

For individuals

 

 

Insurance products

 

Retirement and investment products

For businesses

 

 

Group benefits

 

Group retirement and savings plans

Our Team

We help build, manage, preserve and transition wealth for anyone!

Financial Updates

5 Signs You’re Headed for a “Cushy” Retirement

Laura Boden |
Categories
Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.

How to Overcome 3 Unconscious Biases That Can Keep Your Financial Goals Out of Reach

Laura Boden |
Categories
Investments
Finance
Lifestyle
In a perfect world, every money decision we make would be totally rational. We’d consider all of the facts. Then, we’d balance them with the risks to make the most logical choice available. 1 That sounds simple. Yet it doesn’t happen as much as it should in the real world. 1, 2 That’s because many of us aren’t relying on logic and the facts to make financial decisions—and we probably don’t even realize it. 2...