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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Don’t Let a Disaster Keep the Lights Off Forever
As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?
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A Quick and Dirty Guide to Credit
Learn about four financing options that might help small businesses expand, pursue new opportunities, or cover operating expenses.
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Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
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Protection to Help Your Family
Explore the benefits of individual life insurance versus work-based coverage, and compare term and permanent policies.
Calculators
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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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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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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.