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Home > Wealth Management

Wealth Management

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Benefit of saving and investing early

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2019

Benefit of saving and investing early.png

Social Security benefit claiming considerations

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2019

Social Security benefit claiming considerations.png

Maximizing Social Security benefits - median earner

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2019

Maximizing Social Security benefits - median earner.png

Social Security timing tradeoffs

Submitted by Your Personal CFO - Bourbon Financial Management on March 7th, 2019

Social Security timing tradeoffs.png

Risk of stock market loss since 1926

Submitted by Your Personal CFO - Bourbon Financial Management on February 3rd, 2019

Risk of stock market loss since 1926.png

Financial Aid and College Planning Websites

Submitted by Your Personal CFO - Bourbon Financial Management on December 14th, 2018

Financial Aid and College Planning Websites.PNG

Compare the Best, Worst and Average Annual Returns for Different Investments Over Rolling 28-Year Periods

Submitted by Your Personal CFO - Bourbon Financial Management on December 14th, 2018

Compare the Best, Worst and Average Annual Returns for Different Investments Over Rolling 28-Year Periods.PNG

Even Small Increase in Investment Returns Can Make a Big Difference When it Comes Time to Pay for College

Submitted by Your Personal CFO - Bourbon Financial Management on December 14th, 2018

Even Small Increase in Investment Returns Can Make a Big Difference When it Comes Time to Pay for College.PNG

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