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

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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

How to Talk to Your Aging Parents About Estate Planning (Without Making It Tense)

Laura Boden |
Categories
Estate Planning
Family
Health
Disability
Insurance
Risk Management
These conversations aren’t easy. Bringing up long-term care or estate planning with aging parents can feel like stepping on a landmine—awkward, emotional, maybe even a little intrusive. But if you wait until something happens—a fall, a diagnosis, a hospital stay—you're not just having the conversation late. You're having it under pressure. So how do you start the talk without it turning tense? Here’s a guide to help you open the door with empathy, avoid common...

Rethinking Retirement: Why True Wealth Is More Than Money

Laura Boden |
Categories
Retirement
Lifestyle
Health
Family
You’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project. But here’s the truth most planning overlooks: even with a solid financial plan, your ideal retirement could still fall flat. That’s because real wealth in retirement doesn’t just live in your portfolio. It lives in your health, your relationships, and your sense of purpose. Let’s look beyond the numbers, and...

Overlooked Retirement Expenses (And How to Plan for Them)

Laura Boden |
Categories
Retirement
Finance
Health
Tax Planning
Family
Real Estate
A comfortable retirement doesn’t come with a fixed price tag. Expenses can change over time, and some of the most important ones are easy to overlook. That’s one reason about 45% of retirees could run out of money in retirement. 1 The good news? That outcome isn’t inevitable. The key is recognizing which costs get overlooked and building flexibility into your plan. Let’s explore five common blind spots and what you can do to prepare...