WealthTrace Financial Planning & Retirement Planning Blog


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  • How To Run Retirement Income Scenarios

    by Doug Carey | May 11, 2018
    There is more than one right way to generate the income you need in retirement. That may be obvious, but it's good news, so it's worth stating and spelling out. Each source of income has its pros and cons--and various mixes of asset classes that generate that income have their pros and cons as well.
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  • Understand Your 401(k) Fees

    by Doug Carey | Apr 27, 2018
    Fees can be a killer to a retirement portfolio, and the problems compound over time. Many people investing in the company’s 401(k) plan have no idea what the fees are on the funds they invest in. They also have no idea if they are paying a 401(k) administrative fee.
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  • Dividend Payouts Are Breaking Records

    by Doug Carey | Apr 10, 2018
    In the first quarter of 2018 not one single company in the S&P 500 cut its dividend. This is the first time this has ever happened. At this rate, 2018 will post its seventh straight record in terms of dividend payouts for companies.
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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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