WealthTrace Financial Planning & Retirement Planning Blog

  • The Average 401(k) Balance By Age

    by Doug Carey | May 24, 2016
    The good news from ICI is that total household retirement assets are, on average, higher than they have ever been. The bad news is that average household retirement assets are only in the $24,000 range, meaning total household financial assets are only in the $70,000 range.
    Full story
  • Retirement Age Calculator | When Can You Retire?

    by Doug Carey | May 05, 2016
    Use our Retirement Age Calculator to help you figure when you can retire without outliving your money.
    Full story
  • Using A Retirement Estimator For Your Retirement Plan

    by Doug Carey | May 05, 2016
    Free online retirement estimators and calculators should be thought of as a starting point, not an ending point, when planning for retirement--especially an early retirement.
    Full story
  • Early Mortgage Payoff Calculator | Should You Add More To Your Payments?

    by Doug Carey | May 05, 2016
    Did you know you can save money by paying an additional amount along with your existing mortgage payment? Use our early mortgage payoff calculator below to see how much interest you can save by putting a little more towards your mortgage each month.
    Full story
  • Early Retirement Calculator | See If You Can Retire Early

    by Doug Carey | May 05, 2016
    Use our early retirement calculator below to help you figure out if you will be able to reach all of your goals in retirement. This calculator looks at your age, your income, when you want to retire, the account types, and your existing investment assets. It will then figure out how much money you will need at retirement in order to retire early. It will also show you how much you need to save to meet your goals.
    Full story