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: Could a Health Savings Account Help Strengthen Your Retirement Plan?
In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.
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Behavioral Biases That Can Lead to Costly Mistakes
Learn about six blind spots that can lead to regrettable portfolio decisions (and how investors might avoid them).
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New Study Finds Widespread Job Loss After 50
A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.
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What’s the Real Return on Your Investments?
Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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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.