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Home > Wealth Management

Wealth Management

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Federal Income Tax Rates

Submitted by Your Personal CFO - Bourbon Financial Management on February 24th, 2017

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Longevity Risk

Submitted by Your Personal CFO - Bourbon Financial Management on February 10th, 2017

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Probability of Success for a 65-Year-Old Female Seeking 35 Years of $45,000 Spending from $1 Million

Submitted by Your Personal CFO - Bourbon Financial Management on February 10th, 2017

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Industry Average Sub-Asset-Class Glide Path

Submitted by Your Personal CFO - Bourbon Financial Management on November 4th, 2016

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Annualized Three-Year Returns for Distinct Funds within Selected Categories

Submitted by Your Personal CFO - Bourbon Financial Management on November 4th, 2016

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All Target-Date Funds Have Some "Active" Component

Submitted by Your Personal CFO - Bourbon Financial Management on November 4th, 2016

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Big Difference between Good and Bad Active Funds

Submitted by Your Personal CFO - Bourbon Financial Management on October 28th, 2016

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8 Facts about Health Savings Accounts

Submitted by Your Personal CFO - Bourbon Financial Management on October 21st, 2016

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Target Date Funds Glide Path

Submitted by Your Personal CFO - Bourbon Financial Management on October 21st, 2016

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Past Performance Does Not Predict Future Performance

Submitted by Your Personal CFO - Bourbon Financial Management on October 21st, 2016

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