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Longevity of a 65-year-old healthy woman, 2012 SOA mortality table

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Change in average additional life expectancy (in years) at age 55, by income, between cohorts born in 1920 and 1940

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Historical future value of $1 in 20 years

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Value of $1 in 20 years using historical averages

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Assets needed to support $1,000 of income from 50/50 portfolio of 10-year treasuries and S&P 500 dividends since 1870

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Rates and income tax brackets scheduled to go into effect on January 1, 2026

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Why own managed futures?

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Largest 12-month bond losses (real total return % for intermediate term US government bonds)

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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MSCI EAFE and MSCI USA relative performance since 1971

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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Total inflation by decade since 1990

Submitted by Your Personal CFO - Bourbon Financial Management on March 4th, 2023

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