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  • Five Scenarios to run in WealthTrace

    by
    Mike Porter
    Head of Sales and Support
    WealthTrace
    Running what-if scenarios for your retirement plan are not only extremely important for peace of mind, it can be a fun experience!
    Full story
  • How Inflation Affects Stocks

    by
    Doug Carey, CFA
    President
    WealthTrace
    Inflation is raging and many investors don't know what to do. There are are a few investments that willl serve as a good hedge against rising inflation.
    Full story
  • Should You Take Your Pension in a Lump Sum?

    by
    Doug Carey, CFA
    President
    WealthTrace
    Several factors come into play when making the decision to take a lump sum pension payment, such as risk tolerance, life expectancy, how the lump sum would be invested, and whether or not the payments pass on to a spouse if you pass away before him or her.
    Full story
  • Working and Taking Social Security Benefits

    by
    Mike Porter
    Head of Sales and Support
    WealthTrace
    Hopefully that's not a news flash to you, but it is for some people once they get to their 50s or so and start thinking about retirement. They might have had some idea that Social Security wouldn't cover everything, but they believed it would cover more than it actually does. (And, relatedly, they also might think Medicare covers 100% of their medical expenses once they get to Medicare age. Not true.
    Full story
  • Retirement Planning With A Partner

    by
    Mike Porter
    Head of Sales and Support
    WealthTrace
    Retirement planning with a partner requires both of you to be on the same page. Make sure you have a retirement plan in place.
    Full story