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  • Social Security Maximization Strategies

    by
    Mike Porter
    Director of Client Services
    WealthTrace
    If you're in a position to do so, waiting to take your benefits--certainly beyond age 62, and at least as long as your Full Retirement Age (FRA)--makes the most sense.
    Full story
  • How Much Money You Need To Live To 100

    by
    Mike Porter
    Director of Client Services
    WealthTrace
    Are you blessed with good health and good genes and hoping to live to 100? If so, do you have the means to get you there? There are several ways you can adjust your retirement plan to make sure you will be fine if you live to 100.
    Full story
  • Why Financial Empowerment is so Important

    by
    Doug Carey, CFA
    President
    WealthTrace
    Financial empowerment is really a feeling and not a number. It’s the feeling that you are in control of your finances, your financial situation, and you feel on track to retire with confidence.
    Full story
  • Beware of the 100 Minus Age Rule

    by
    Mike Porter
    Director of Client Services
    WealthTrace
    Determining what your asset allocation really should look like depends on a lot of different factors that the 100 minus age rule shortcut can't tell you.
    Full story
  • How Higher Interest Rates (Plus Changing Inflation) can Impact Retirement Plans

    by
    Mike Porter
    Director of Client Services
    WealthTrace
    Regardless of whether a recession is imminent or not, it's fair to say that the fixed income landscape has changed, and that past assumptions about what bonds will return might need some modification.
    Full story