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    

Home > Wealth Management

Wealth Management

us.jpg   fr.jpg

The biggest failure in investment management: investor poor decision-making process

Submitted by Your Personal CFO - Bourbon Financial Management on March 9th, 2019

The biggest failure in investment management investor poor decision-making process.png

Retirement plan contribution and deferral limits - 2018 & 2019

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

Retirement plan contribution and deferral limits - 2018 & 2019.png

Traditional IRAs vs. Roth IRAs - 2018 & 2019

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

Traditional IRAs vs. Roth IRAs - 2018&2019.png

A closer look at tax rates - 2019

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

A closer look at tax rates - 2019.png

Prioritizing long-term retirement savings

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

Prioritizing long-term retirement savings.png

Tax implications for retirement savings by account type

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

Tax implications for retirement savings by account type.png

Returns of the S&P 500

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

Returns of the S&P 500.png

Sequence of return risk - lump sum investment

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

Sequence of return risk - lump sum investment.png

Range of stock, bond and blended total returns

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

Range of stock, bond and blended total returns.png

Long-term care planning

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

Long-term care planning.png

Syndicate content