WealthTrace Financial Planning & Retirement Planning Blog

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  • How Long Will Your 401(k) Last?

    by Doug Carey | Apr 06, 2018
    Be sure to get the free money at least--which is to say, what your employer matches. It might be a dollar-for-dollar match up to a certain amount, or something that vests over time.
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  • Social Security Has Many People Concerned

    by Doug Carey | Mar 13, 2018
    We’re getting closer and closer to D-day for social security. In 2014 the Social Security Administration (SSA) reported that the reserves from the Social Security trust fund will run out in the year 2034.
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  • An Easy Way To Compare Mutual Fund and ETF Fees

    by Doug Carey | Mar 05, 2018
    Know what your fees are, and figure out what they cost you. A high expense ratio on a fund with a relatively low balance, while not great, may not affect your overall total returns all that much. That high expense ratio on investments with larger balances, though, will be problematic.
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  • Dividend Growth Is On The Rise

    by Doug Carey | Feb 28, 2018
    Dividend payers in the S&P 500 index had a pretty good year in terms of boosting their dividends. Over 20% of the companies in this index increased their dividends so far this year. Also of note, not a single company in the S&P 500 decreased their dividends, which has not happened since 2011.
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  • Market Volatility And Your Retirement Plan

    by Doug Carey | Feb 12, 2018
    Volatility in the stock market is back. Or maybe it’s just back this week. Who knows?
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