Money | BOS Investment Services

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

Monthly Memberships

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Saving for College 101

Here's a crash course on saving for college.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

How Cash Apps Work

Peer-to-peer payment apps are one of the newest ways to send money.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

View all videos

Articles

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

The Big Pause

This handy interactive explains which essential government services are affected by a shutdown.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

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Videos

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Saving for College 101

Here's a crash course on saving for college.

View all videos

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