WealthTrace Financial Planning & Retirement Planning Blog


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  • Calculate How Much To Save For Retirement

    by Doug Carey | Oct 27, 2017
    We have modern ways of putting together and reviewing a retirement plan, but the inputs are the same as always. You can use WealthTrace to figure out how much you need to save to have a successful retirement plan.
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  • Personal Capital Vs. Mint Vs. WealthTrace

    by Doug Carey | Oct 16, 2017
    If you’re reading this article, you’re probably further along than most people. You’re thinking about your finances; you’re doing some reading and research. This is a good thing.
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  • Wealth Management Software For Everybody

    by Doug Carey | Sep 26, 2017
    Wealth management software used to be the domain of professionals only. Now, individuals can get their hands on web sites and software as powerful as wealth management professionals use.
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  • Dividend Stocks For Retirement

    by Doug Carey | Aug 28, 2017
    When looking at income-generating investments, it’s tempting to just pile into the big dividend payers. You might think you have done your homework by looking at a company’s most recent 10-year history of dividend payments and reviewing its history of returning capital to shareholders.
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  • How To Retire At 55 With $1 Million

    by Doug Carey | Jul 06, 2017
    People approach retirement planning in a number of ways. Sometimes a retirement plan starts with a single, high-level goal. "I want to retire with $1 million," for example, or (and this is a better way of thinking about it), "I want to retire with enough money invested that will generate $75,000 a year."
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