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How Much Money You Need To Live To 100
by
Mike Porter
Director of Client Services
WealthTrace
Are you blessed with good health and good genes and hoping to live to 100? If so, do you have the means to get you there? There are several ways you can adjust your retirement plan to make sure you will be fine if you live to 100.
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Why Financial Empowerment is so Important
by
Doug Carey, CFA
President
WealthTrace
Financial empowerment is really a feeling and not a number. It’s the feeling that you are in control of your finances, your financial situation, and you feel on track to retire with confidence.
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Beware of the 100 Minus Age Rule
by
Mike Porter
Director of Client Services
WealthTrace
Determining what your asset allocation really should look like depends on a lot of different factors that the 100 minus age rule shortcut can't tell you.
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How Higher Interest Rates (Plus Changing Inflation) can Impact Retirement Plans
by
Mike Porter
Director of Client Services
WealthTrace
Regardless of whether a recession is imminent or not, it's fair to say that the fixed income landscape has changed, and that past assumptions about what bonds will return might need some modification.
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The Best Portfolio Tracker Combines Tracking with Retirement Planning
by
Doug Carey, CFA
President
WealthTrace
Good portfolio tracking software should also show you the fees you pay for funds you own, performance history, historical balances, and historical transactions across accounts.
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