Wealth Management

Stocks return 10% per year?

Submitted by Your Personal CFO - Bourbon Financial Management on June 30th, 2019

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US retirement plan assets

Submitted by Your Personal CFO - Bourbon Financial Management on June 19th, 2019

Wealth Management

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Traditional medicare estimated median health care costs per person

Submitted by Your Personal CFO - Bourbon Financial Management on April 29th, 2019

Wealth Management

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Taxable vs. tax-deferred investing over a 30-year timeframe

Submitted by Your Personal CFO - Bourbon Financial Management on April 29th, 2019

Wealth Management

Taxable vs. tax-deferred investing over a 30-year timeframe.png

Social security benefit claiming considerations

Submitted by Your Personal CFO - Bourbon Financial Management on April 29th, 2019

Wealth Management

Returns of the S&P 500

Submitted by Your Personal CFO - Bourbon Financial Management on April 29th, 2019

Wealth Management

Returns of the S&P 500.png

Portfolio values assuming various return sequence scenarios

Submitted by Your Personal CFO - Bourbon Financial Management on April 29th, 2019

Wealth Management

Portfolio values assuming various return sequence scenarios.png

Percent of people in the civilian labor force

Submitted by Your Personal CFO - Bourbon Financial Management on April 29th, 2019

Wealth Management

Percent of people in the civilian labor force.png

Maximizing social security benefits - median earner

Submitted by Your Personal CFO - Bourbon Financial Management on April 29th, 2019

Wealth Management

Maximizing social security benefits - median earner.png

Maximizing social security benefits - maximum earner

Submitted by Your Personal CFO - Bourbon Financial Management on April 29th, 2019

Wealth Management

Maximizing social security benefits - maximum earner.png

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