Michael Bora, Financial Services
Welcome to our website, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
Michael Bora has helped individuals, families, and businesses attain their financial goals for over 30 years. His success stems from the conservative yet very effective financial models he generates based on his “hands on, detailed fact finding” sessions designed to fully understand his clients’ wants and needs. Although Michael specializes in many areas of Financial Planning, he particularly enjoys helping individuals plan for their pre and post retirement needs. Michael enjoys spending time with his family, giving back to his community, and playing golf.
Newsletters
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College Savings: Roth or 529 Plan?
Can a Roth IRA double as a college savings tool? Find out how a Roth IRA compares with state-based 529 college savings plans.
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HOT TOPIC: Two Trade Agreements Offer Optimism, But Uncertainty Remains
A look at the U.S.-China “skinny” trade deal and the U.S.-Mexico-Canada Agreement, and their potential impact on consumers and the U.S. economy.
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Taking a Team Approach to Retirement Savings
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
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Life Insurance with Long-Term Care Benefits
Concerned about the costs of long-term care? Discover two strategies that combine life insurance coverage with LTC benefits.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.