WealthTrace Financial Planning & Retirement Planning Blog


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  • Retirement Income Strategies For Today's World

    by Doug Carey | Dec 12, 2016
    If you're retired, or close to it, you probably know the story. Income--especially guaranteed income--is hard to come by these days. 10-year treasuries yielded 2.3% at the end of November of this year. Ten years ago, that number was nearly double, at 4.5%; 20 years ago, it was 6.1%.
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  • The Best Retirement Planning Strategies

    by Doug Carey | Nov 25, 2016
    A solid plan for any project, not just retirement, needs strategies to make it happen. Here are some essential building blocks for a retirement plan.
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  • How To Plan Your Retirement Goals

    by Doug Carey | Nov 10, 2016
    To get retirement right, you'll have to move beyond the dream stage. This means thinking about what will really be important and meaningful to you in retirement--and what it will cost.
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  • Hourly Financial Planning Can Save You A Lot Of Money

    by Doug Carey | Nov 01, 2016
    You may have seen articles in the financial press recently about the rise of index-fund investing and the demise of active management (stock picking). This is actually nothing new. Investing has been evolving this way for many years, and is in large part a welcome development: Over time, most active management does not beat the indexes, and is expensive to boot. Low-cost indexing is the way to go for most investors.
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  • Can I Retire At 60?

    by Doug Carey | Sep 29, 2016
    If you have ever worked with a contractor, or at least a contractor who is being up front with you, you may have heard something like the following: "You can have the work done cheaply, quickly, and of very high quality--but you can only pick two of these things."
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