Home > Economy

Economy

us.jpg   fr.jpg

The 4% rule: projected outcomes vs. historical experience

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

48.png

Health savings accounts (HSA's) are triple tax advantaged

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

47.png

Account growth of $200 invested/saved monthly

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

46.png

Annual savings needed if starting today

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

45.png

Retirement savings checkpoint

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

44.png

Cumulative individual maximum benefit by claim age

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

42.png

Claiming social security: decision tree

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

41.png

Benefits differ by birth year and claim age

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

40.png

If you're age 65 today, the probability of living to a specific age or beyond

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

39.png

2022 marked the worst year for the 60/40 portfolio since 2008

Submitted by Your Personal CFO - Bourbon Financial Management on March 22nd, 2023

37.png

Syndicate content