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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.
Investment Management Software For The New Era
by Doug Carey | May 26, 2017
Times are good for the budget conscious and for those who like to track their investments' every move. There are tons of options--many of them free, many of them mobile-friendly--available for keeping tabs on your inflows, your outflows, and your investments. It really never has been easier to keep track of saving and spending.
The Most Accurate Roth Conversion Calculator You’ll Find
by Doug Carey | Apr 18, 2017
Does it make sense to convert your traditional IRA to a Roth IRA? If so, when, and over what period of time?
The Effects Of Inflation On Your Investments Are Worse Than You Think
by Doug Carey | Apr 05, 2017
Most of us know that inflation means prices are generally rising and most of us take it as a given that inflation will occur pretty much every year. But what many don’t know is how big of an impact inflation can have on one’s retirement plan.
Is $3 Million Enough To Retire On?
by Doug Carey | Apr 03, 2017
I have written a number of articles about whether a certain amount of money would be enough to retire with. A million dollars. Two million dollars. I put a hypothetical couple through a hypothetical saving-and-spending scenario, and we see how it goes. I used the WealthTrace Financial Planner to calculate all of the scenarios in this article and you can do the same using our free trial.
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