WealthTrace Financial Planning & Retirement Planning Blog


Thanks for subscribing!

  • 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.
    Full story
  • 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.
    Full story
  • 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.
    Full story
  • 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."
    Full story
  • How Much Should I Have In My 401(k)?

    by Doug Carey | Jun 20, 2017
    How much money should you have in your 401(k)? It's a tough question.
    Full story