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The 4% rule: projected outcomes vs. historical experience

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

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

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

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Account growth of $200 invested/saved monthly

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

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Annual savings needed if starting today

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

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Retirement savings checkpoint

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

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Comparison of claim age based on an individual's expected rate of return and longevity

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

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Cumulative individual maximum benefit by claim age

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

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Claiming social security: decision tree

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

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Benefits differ by birth year and claim age

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

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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

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