us.jpg fr.jpg

info@bourbonfm.com
(+1) 312 909 6539

facebook.png linkedin.png 01113281ebb7dfb57a8dc2a02eb1cb92.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png e83942d98df1989e10269ad67034ea34.png_srz_26_26_85_22_0.50_1.20_0.00_png_srz.png    

Wealth Management

us.jpg   fr.jpg

Have you seen this blog?

Have you seen the new BFM blog?

Tax update for the French

Beaucoup d’entre nous aux Etats-Unis sont en train de préparer les déclarations fiscales. Les informations et liens ci-dessous pourraient vous servir pour rester en règle auprès des gouvernements Américain et Français.

Capital gains - taxes on a loss

Capital Gains - You May Have to Pay Taxes on a Loss!


You meet with your accountant and he informs you that you need to pay capital gains taxes even though the mutual fund you bought posted negative returns. You have not sold any funds or made any portfolio changes. How does this happen?

Good negative returns funds

Good negative return funds 1.1.jpg

Pension/defined benefit plan statistics

Pensiondefined benifit plan statistics.png

Longevity risk

Longevity risk.png

Sequence risk and impact of skipping a year of retirement distributions

Sequence risk and impact of skipping a year of retirement distributions.png

The solution to losing money in a downturn is understanding a client's risk tolerance

The solution to losing money in a downturn is understanding a client's risk tolerance.png

The solution to losing money in a downturn is to stick to a financial plan

The solution to losing money in a downturn is to stick to a financial plan.png

Savings needed for drug expenses for retirement at age 65 in 2018

Savings needed for drug expenses for retirement at age 65 in 2018.png

Syndicate content