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  • Social Security: Later Can Be Better

    by
    Doug Carey, CFA
    President
    WealthTrace
    Very few people wait to take Social Security at age 70 or later. But, retirees with a decent amount of investments probably should wait until that age.
    Full story
  • Common Mistakes People Make When Saving For Retirement

    by
    Doug Carey, CFA
    President
    WealthTrace
    Seemingly small decisions can lead to huge changes in wealth over time. Paying high fees, contributing to the wrong types of accounts, or not getting the full company match can mean the difference between retiring early with enough money or working well into your 70s.
    Full story
  • A Punch List For Those About To Retire

    by
    Doug Carey, CFA
    President
    WealthTrace
    When you're early in your working years, or even not so early, it can be tough to conceptualize how retirement might happen. Let's try to sharpen that focus a bit. Here's a list of things to do if you anticipate retiring five years out or less.
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  • Modeling A Bear Market With A Market Rebound

    by
    Doug Carey, CFA
    President
    WealthTrace
    Recessions are difficult to predict, but it is a good idea to know how a recession might impact your investment portfolio and your retirement plan.
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  • Using A Bucket Strategy In Retirement

    by
    Doug Carey, CFA
    President
    WealthTrace
    There's a generally accepted way of withdrawing from investment accounts in retirement. Sometimes there are reasons to handle those withdrawals differently, such as when using a bucket strategy.
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