If I'm still working but not earning enough to cover my expenses, how do I model those expenses?

Enter such expenses in the Goals & Additional Expenses section. Set the Start Age to start now or sometime before retirement, and these expenses will be paid out of investment accounts. For example, say you are paying for a child's college education before retirement, and that expense will last four years. In the image below, this expense will start when at 56 and will last for 4 years. [...]

I want to see if it makes sense to delay taking my Social Security benefits. How do I do this?

To run a detailed and thorough analysis, read our case study about delaying Social Security benefits https://www.mywealthtrace.com/blog/social-security-later-can-be-better here. You can also run quick what-if scenarios on delaying Social Security payments as seen in the image below. src="https://cdn.livehelpnow.net/clients/21145/kb/delay1_77ce32a4-96bf-4a43-8d01-b095b2540ff5.png" [...]

I want to figure out if I should take my pension in a lump sum payment, or take the monthly payments for life. What is the best way to do this?

Please go here to read a case study in WealthTrace that analyzes scenarios for lump sump pension payments vs. payments for [...]

How does security work in WealthTrace? How are usernames and passwords stored?

Important points about security, usernames, and passwords in WealthTrace: 1) WealthTrace does not store any credit card information. 2) Your WealthTrace password is encrypted in our database so nobody can ever access it. 3) If you link your accounts, WealthTrace does not store your account numbers, usernames, or account passwords. 4) We use a third party ( [...]

I have a linked account where the ticker for a holding did not come in and therefore no historical data or performance history is coming in. How do I enter the ticker for this holding?

You can enter or edit tickers that come in for linked holdings as seen in the image below. The program will remember the ticker going forward. src="https://cdn.livehelpnow.net/clients/21145/kb/enterticker1_c79b388e-c958-4a98-a367-9caeca361c26.png" id="417a9c5d-993c-47e1-80aa-f5da917ca027" alt="enterticker1" width="90%" height="auto" data-image="417a9c5d-993c-47e1-80aa-f5da917ca027 [...]