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Home > Wealth Management

Wealth Management

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Change in Prices of Goods and Services Since 1980

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

Change in Prices of Goods and Services since 1980.png

Postpone Retirement for Extra Benefits

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

Postpone Retirement for Extra Benefits.png

Starting Point for Taking Social Security Retirement Benefits and Life Expectancy

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

Starting Point for Taking Social Security Retirement Benefits and Life Expectancy.png

Probability of a 65 Year Old Living to Age 95

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

Probability of 65 Year Old Living to Age 95.png

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

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

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

Inflation Adjusted Spending During Retirement

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

Inflation Adjusted Spending During Retirement.png

Active Funds with Lowest Cost, Highest Ownership and Low Downside Capture Outperformed Indexes More Often in Withdrawal Scenario

Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2017

Active Funds with Lowest Cost, Highest Ownership and Low Downside Capture Outperformed Indexes More Often in a Withdrawal Scenario.png

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    • Start Early - Invest 25% Less and Save 50% More

    Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2017

    Start Early - Save 25 Less and Have 50 More.PNG

    Monthly Savings Needed To Achieve $1Million At Retirement Based On When You Start Investing

    Submitted by Your Personal CFO - Bourbon Financial Management on June 23rd, 2017

    Monthly Savings Needed to Achieve 1M Retirement.PNG

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