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WealthTrace Financial Planning & Retirement Planning Blog

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  • When Gifting a Stock Makes Sense

    by
    Camille Blomdahl
    Director of Client Services
    WealthTrace
    Gifting stocks to your children can help give them a good foundation for their financial future. When deciding which stock to gift, tax professionals typically advise to gift the stock with the highest gain.
    Full story
  • What to do With Your 401(k) When You Leave Your Job

    by
    Camille Blomdahl
    Director of Client Services
    WealthTrace
    Whether you are quitting your job, getting laid off, or you are retiring, figuring out what to do with your 401(k) is an important step.
    Full story
  • A Couple Wants to Build Their Own Retirement Plan

    by
    Camille Blomdahl
    Director of Client Services
    WealthTrace
    If a retirement calculator doesn’t handles taxes correctly and doesn’t know what they own, it can’t possibly run accurate retirement scenarios.
    Full story
  • Important Changes to Retirement Planning for 2024

    by
    Camille Blomdahl
    Director of Client Services
    WealthTrace
    There are a lot of changes that impact planning and saving for retirement in 2024. We go over these important changes.
    Full story
  • Using Real Estate to Fund Retirement

    by
    Camille Blomdahl
    Director of Client Services
    WealthTrace
    There are plenty of stories of people outliving their retirement savings, especially if they live long past their life expectancy. One way to make ends meet at that point is to sell your home or take equity out of it.
    Full story
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