Kurt Fillmore, Investment Adviser
Founder and President, Wealth Trac Financial
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
Are You Taking Advantage of the Current ‘Tax Holiday’?
tax planning
Are You Taking Advantage of the Current ‘Tax Holiday’?
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.
September 12, 2021
Does a 40% Bond Allocation Make Sense in Today’s Portfolios?
retirement planning
Does a 40% Bond Allocation Make Sense in Today’s Portfolios?
For many investors, the short answer is no. Here’s why, and what you might consider instead.
September 7, 2020
6 Things to Think About When You Get a Pension Payout Offer
Making Your Money Last
6 Things to Think About When You Get a Pension Payout Offer
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,…
November 22, 2017
How Investors Can Get Out of a Low-Return Rut
investing
How Investors Can Get Out of a Low-Return Rut
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…
June 23, 2017
Investors: How to Protect Yourself From Adviser Conflicts of Interest
investing
Investors: How to Protect Yourself From Adviser Conflicts of Interest
Retirement planning is tough, and you need help you can trust. Here’s how to get it, with or without regulators’ help.
March 16, 2017
Why You Should Invest in Dividend Stocks
investing
Why You Should Invest in Dividend Stocks
Plus, what to look for when you do.
December 19, 2016