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Home > Wealth Management

Wealth Management

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Expenditures as a percentage of total consumption by age

Submitted by Your Personal CFO - Bourbon Financial Management on July 2nd, 2019

Expenditures as a percentage of total consumption by age.png

A more colorful perspective of 4%

Submitted by Your Personal CFO - Bourbon Financial Management on July 2nd, 2019

A more colorful perspective of 4.png

The "safety" of the 4% rule, past versus future

Submitted by Your Personal CFO - Bourbon Financial Management on July 2nd, 2019

The safety of the 4 rule, past versus future.png

Historical market valuations

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

Historical market valuations.png

Stocks return 10% per year?

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

Stocks return 10 percent per year.png

US retirement plan assets

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

US retirement plan assets.png

Traditional medicare estimated median health care costs per person

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

Traditional medicare estimated median health care costs per person.png

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

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

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

Social security benefit claiming considerations.png

Returns of the S&P 500

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

Returns of the S&P 500.png

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