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WealthTrace Financial Planning & Retirement Planning Blog

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  • A Look at Social Security's Future and What You Can do to Prepare

    by
    Doug Carey, CFA
    President
    WealthTrace
    Social Security will have to cut benefits by 2034 if Congress does not address the program’s impending funding shortfall. You should prepare by creating a retirement plan and seeing how a benefits cut would impact you.
    Full story
  • How Many Funds Should I Own For Retirement?

    by
    Mike Porter
    Director of Client Services
    WealthTrace
    The number of funds you should own is going to depend on your investment goals, risk tolerance, and portfolio diversification strategy.
    Full story
  • Seven Mistakes That Can Upend Your Retirement

    by
    Doug Carey, CFA
    President
    WealthTrace
    There are a few key mistakes to look out for when planning for your retirement. If you can avoid these mistakes you can help set yourself up for a wonderful retirement free from financial anxiety.
    Full story
  • How Much Do You Need to Save for Retirement?

    by
    Mike Porter
    Director of Client Services
    WealthTrace
    It's important to understand the factors that will have the greatest impact on your retirement plan. How much to save for retirement is one of the most important.
    Full story
  • Great Part-Time Jobs in Retirement

    by
    Doug Carey, CFA
    President
    WealthTrace
    There are many interesting part-time jobs that can be enjoyable and provide great extra income in retirement. A part-time job can also help reduce the anxiety that comes with lower income in retirement.
    Full story
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