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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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2022 marked the worst year for the 60/40 portfolio since 2008

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

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Yield per unit of duration since 1992

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

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US public-pension allocations to private-market assets, actual and target

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

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Annual 60/40 portfolio performance since 1927

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

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Best, worst, and average rolling 18-year periods

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

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Small increases in returns, big impact on college funds

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

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One gift at birth can pay all or most four-year college costs

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

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Lower taxes equal a larger college fund

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

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