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Home > Wealth Management

Wealth Management

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Variation in medicare advantage costs

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

Variation in Medicare Advantage costs.png

Rising annual health care costs in retirement

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

Rising annual health care costs in retirement.png

Effects of withdrawal rates and portfolio allocations

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

Effects of withdrawal rates and portfolio allocations.png

Maximizing an HSA for health card expenses in retirement

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

Maximizing an HSA for health card expenses in retirement.png

The power of tax-deferred compounding

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

The power of tax-deferred compounding.png

Annual savings needed if starting today

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

Annual savings needed if starting today.png

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

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