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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HOT TOPIC: The Bull Is Back... Will It Keep Charging?
The S&P 500 index recently saw the fastest recovery in its history following the COVID-19 bear market, but will the surge continue?
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Three Questions to Consider During Open Enrollment
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
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HOT TOPIC: The Shape of Economic Recovery
This article looks at the potential shape of the COVID-19 economic recovery with some historical context and key factors that may affect the direction of the economy.
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HOT TOPIC: Election 2020: Uncertainty Creates Potential for Market Swings
A shift in the balance of power can strongly affect economic policies. View the presidential candidates’ tax proposals and other monetary policy positions.
Calculators
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?