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Home > Wealth Management

Wealth Management

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Tax-Advantage of 529 Plan

Submitted by Your Personal CFO - Bourbon Financial Management on July 17th, 2024

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Impact of Withdrawals on Volatile Portfolio Return

Submitted by Your Personal CFO - Bourbon Financial Management on July 5th, 2024

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Backtest Results of 60% Stocks 40% Bonds Portfolio

Submitted by Your Personal CFO - Bourbon Financial Management on July 5th, 2024

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Backtest Results of 60% Stocks 40% Bonds 4% Withdrawal Rate Portfolio

Submitted by Your Personal CFO - Bourbon Financial Management on July 5th, 2024

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Median U.S. rent increase or decrease, year over year

Submitted by Your Personal CFO - Bourbon Financial Management on May 16th, 2024

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Burns Affordability Index Since 1985

Submitted by Your Personal CFO - Bourbon Financial Management on May 15th, 2024

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Globally Diversified Portfolio (1973-2022)

Submitted by Your Personal CFO - Bourbon Financial Management on January 23rd, 2024

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After-tax wealth of partial roth conversions vs other retirement spending strategies

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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How much American families have saved for retirement

Submitted by Your Personal CFO - Bourbon Financial Management on September 15th, 2023

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What age to buy an annuity? Implied longevity yield

Submitted by Your Personal CFO - Bourbon Financial Management on September 14th, 2023

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