Kurt Fillmore, Investment Adviser
Kurt Fillmore is founder and president of Wealth Trac Financial, an independent financial services firm based in Bingham Farms, Michigan, specializing in customized wealth management and retirement planning. He is an Investment Adviser Representative and licensed insurance professional.
Phone: 888-519-9614
E-mail: kurt@wealthtracfinancial.com
www.wealthtracfinancial.com
Latest articles by Kurt Fillmore, Investment Adviser
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Rising Interest Rates, Falling Bonds and a Possible Way Forwardannuities Bonds aren’t offering the stability they used to, so if you’re looking for an alternative, here’s one possibility to consider.
By Kurt Fillmore, Investment Adviser
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Are You Taking Advantage of the Current ‘Tax Holiday’?tax planning The tax picture is scheduled to change in the not-too-distant future, so now is a good time to make some moves to capitalize.
By Kurt Fillmore, Investment Adviser
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Does a 40% Bond Allocation Make Sense in Today’s Portfolios?retirement planning For many investors, the short answer is no. Here’s why, and what you might consider instead.
By Kurt Fillmore, Investment Adviser
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6 Things to Think About When You Get a Pension Payout OfferMaking Your Money Last Before you take a lump sum or lock in monthly payments, carefully consider the consequences for you, your spouse and your heirs. Once you make a move, there's no turning back.
By Kurt Fillmore, Investment Adviser
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How Investors Can Get Out of a Low-Return Rutinvesting A traditional stock-bond portfolio just might not hack it in the next few years, so retirement savers need to consider some outside-the-box investment strategies.
By Kurt Fillmore, Investment Adviser
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Investors: How to Protect Yourself From Adviser Conflicts of Interestinvesting Retirement planning is tough, and you need help you can trust. Here’s how to get it, with or without regulators’ help.
By Kurt Fillmore, Investment Adviser
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Why You Should Invest in Dividend Stocksinvesting Plus, what to look for when you do.
By Kurt Fillmore, Investment Adviser
investing
