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Postpone Retirement for Extra Benefits

Submitted by Your Personal CFO - Bourbon Financial Management on September 22nd, 2017

Wealth Management

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Starting Point for Taking Social Security Retirement Benefits and Life Expectancy

Submitted by Your Personal CFO - Bourbon Financial Management on September 22nd, 2017

Wealth Management

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Probability of a 65 Year Old Living to Age 95

Submitted by Your Personal CFO - Bourbon Financial Management on September 22nd, 2017

Wealth Management

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Return Forecasts for Select Asset Classes for the Next 20 Years

Submitted by Your Personal CFO - Bourbon Financial Management on September 8th, 2017

Returns

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Average Annual Inflation Adjusted Return for a 60% Stock / 40% Bond Portfolio by Country

Submitted by Your Personal CFO - Bourbon Financial Management on September 8th, 2017

Returns

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Good and Bad Time To Retire With Respect To Equity Market Performance

Submitted by Your Personal CFO - Bourbon Financial Management on September 8th, 2017

Wealth Management

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Inflation Adjusted Spending During Retirement

Submitted by Your Personal CFO - Bourbon Financial Management on September 8th, 2017

Wealth Management

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Poor Market Returns Early in Retirement Significantly Decrease the Probability of Success of the “4% Rule” Withdrawal

Submitted by Your Personal CFO - Bourbon Financial Management on September 8th, 2017

Wealth Management

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Home Price to Income Ratios in the U.S. Since 1975

Submitted by Your Personal CFO - Bourbon Financial Management on September 8th, 2017

Economy

Binds are Different: Actively Managed Mutual Funds and ETFs that Outperformed Their Passive Peers Over the Past 1, 3, 5 and 10 Y

Submitted by Your Personal CFO - Bourbon Financial Management on August 18th, 2017

Valuation

Binds are Different Actively Managed Mutual Funds and ETFs that Outperformed Their Passive Peers Over the Past 1 3 5 and 10 Years.png

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