WealthTrace Financial Planning & Retirement Planning Blog


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  • Free Money: Are You Taking Full Advantage Of Your 401(k) Match?

    by Doug Carey | Feb 09, 2016
    Many of us feel like we should save more money, but lack the will to do so. Perhaps the lure of free money can help with that.
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  • Can You Retire Before Age 60?

    by Doug Carey | Feb 02, 2016
    Can I retire by the time I'm 60? I hear that question a lot in my line of work. Although for some people retiring before age 60 is impossible, many others can still legitimately ask this question.
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  • Oil Companies For Retirement

    by Doug Carey | Feb 01, 2016
    No one can consistently predict where stocks will go in the short run, but everyone can predict, with reasonable confidence, where stocks will go in the long run: Up. If your time horizon is long enough, you can be reasonably confident (though of course not 100% sure) that a diversified portfolio of stocks will make money.
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  • Market Volatility Is Creating Opportunities For Your Retirement

    by Doug Carey | Jan 25, 2016
    Market unpredictability can be nerve wracking without a doubt, particularly in case you're in or close to retirement. Be that as it may, it can likewise prompt some valuation inconsistencies: excellent, high-yielding organizations at a bargain. So we've done some screening to discover a few great companies worth investing in.
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  • Do You Really Know When You Can Retire Comfortably?

    by Doug Carey | Jan 20, 2016
    I spend a lot of time helping people understand how much money they will need to meet their retirement goals. I have found that many people thinking about retirement are making simple calculations that can lead to disastrous decisions. For example, I have come across countless people who simply add up their social security and pension payments, assume a high rate of return on their investments, and apply a best-guess tax rate to all of that income. They then compare that to their expected expenses in retirement.
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