WealthTrace Financial Planning & Retirement Planning Blog


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  • Wealth Management Software For Everybody

    by Doug Carey | Sep 26, 2017
    Wealth management software used to be the domain of professionals only. Now, individuals can get their hands on web sites and software as powerful as wealth management professionals use.
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  • Dividend Stocks For Retirement

    by Doug Carey | Aug 28, 2017
    When looking at income-generating investments, it’s tempting to just pile into the big dividend payers. You might think you have done your homework by looking at a company’s most recent 10-year history of dividend payments and reviewing its history of returning capital to shareholders.
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  • How To Retire At 55 With $1 Million

    by Doug Carey | Jul 06, 2017
    People approach retirement planning in a number of ways. Sometimes a retirement plan starts with a single, high-level goal. "I want to retire with $1 million," for example, or (and this is a better way of thinking about it), "I want to retire with enough money invested that will generate $75,000 a year."
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  • How Much Should I Have In My 401(k)?

    by Doug Carey | Jun 20, 2017
    How much money should you have in your 401(k)? It's a tough question.
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  • Investment Management Software For The New Era

    by Doug Carey | May 26, 2017
    Times are good for the budget conscious and for those who like to track their investments' every move. There are tons of options--many of them free, many of them mobile-friendly--available for keeping tabs on your inflows, your outflows, and your investments. It really never has been easier to keep track of saving and spending.
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