WealthTrace Financial Planning & Retirement Planning Blog


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  • An Easy Way To Compare Mutual Fund and ETF Fees

    by Doug Carey | Mar 05, 2018
    Know what your fees are, and figure out what they cost you. A high expense ratio on a fund with a relatively low balance, while not great, may not affect your overall total returns all that much. That high expense ratio on investments with larger balances, though, will be problematic.
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  • Dividend Growth Is On The Rise

    by Doug Carey | Feb 28, 2018
    Dividend payers in the S&P 500 index had a pretty good year in terms of boosting their dividends. Over 20% of the companies in this index increased their dividends so far this year. Also of note, not a single company in the S&P 500 decreased their dividends, which has not happened since 2011.
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  • Market Volatility And Your Retirement Plan

    by Doug Carey | Feb 12, 2018
    Volatility in the stock market is back. Or maybe it’s just back this week. Who knows?
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  • The Best Retirement Calculator For A Couple

    by Doug Carey | Jan 31, 2018
    When it comes to planning specifically for a couple, though, there are a few calculations that can get tricky. But if you use the right software and have accurate inputs, you can get it right--and have a more accurate plan as a result.
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  • An Accurate Retirement Calculator With Pensions

    by Doug Carey | Dec 07, 2017
    Sometimes, the main difference between a tenuous retirement plan and a solid one is the reliability of the cash flows you’re expecting in retirement.
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