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Wealth Management

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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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Does your state have an estate or inheritance tax?

Submitted by Your Personal CFO - Bourbon Financial Management on September 12th, 2023

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Top-Half funds in years 1-5 did not repeat in years 6-10

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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Retirees' own spending is apt to be variable over the life cycle

Submitted by Your Personal CFO - Bourbon Financial Management on September 10th, 2023

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Assumptions: Fixed real withdrawal system, 90% success rate

Submitted by Your Personal CFO - Bourbon Financial Management on September 5th, 2023

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Highest and Lowest Starting Safe Withdrawal Rates, by Asset Allocation

Submitted by Your Personal CFO - Bourbon Financial Management on September 5th, 2023

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Change in portfolio volatility when including non-US stocks in a US portfolio, 1970-2020

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Things you can vs. cannot control

Submitted by Your Personal CFO - Bourbon Financial Management on March 6th, 2023

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Wealth over time with and without rebalancing since 1966

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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