WealthTrace Financial Planning & Retirement Planning Blog

  • Using Our Free Pension Plan Calculator

    by Doug Carey | Apr 18, 2016
    Are you having difficulty figuring out which type of pension plan to take? Are you wondering if the right choice is to protect your spouse if pass away earlier than he or she does? If so, use our free calculator below to help make this decision.
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  • An Easy Retirement Savings Calculator

    by Doug Carey | Apr 18, 2016
    Do you know how much you need to save in order to retire comfortably? Our free calculator below can help you get your arms around this number.
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  • Do I Need A Financial Advisor For Retirement Planning

    by Doug Carey | Apr 18, 2016
    Today's technology is reshaping industries, and the financial advisor industry is no different. The old model where advisors charge hefty fees is starting to erode. Financial planners charge an average of $2,000 per plan and they usually leave you with a 100 page report and you never hear from them again. This model is ripe for destruction.
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  • Asset Allocation Calculator- How To Allocate Your Assets

    by Doug Carey | Apr 12, 2016
    The free asset allocation calculator below can help you build a diversified and balance mix of investments. The calculator takes into account several variables such as risk tolerance, age, your savings, and your tax rate.
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  • Pension Calculator & Spousal Survivor Options

    by Doug Carey | Apr 12, 2016
    If you are having a difficult time deciding whether or not it makes sense to have a survivor's pension (widow's pension) for your spouse, you can use our free calculator below to help you choose.
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