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.
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, there's no turning back.
Feds Propose Greater Consumer Protections Regulations on Behalf of Retirees
Fiduciary duty is a hot topic in the retirement planning world today. CNN covered Kurt Fillmore's recent trip to Washington D.C. to meet with members of Congress to discuss this critical topic.
Does It Make Sense to Buy a Second Home?
Real estate may be a smart "retirement career" for some, but it's certainly not for everyone. Kurt Fillmore from Wealth Trac Financial shares his insights on the importance of having a stable, solid retirement income plan that is not overly reliant on the real estate market.
Why You Should Invest in Dividend Stocks. Plus, what to look for when you do.
In this useful and informative article, Kurt Fillmore discusses how to reap the benefits of dividend-paying stocks, while also providing words of wisdom on how to pick the good ones from the bad.
MainStreet.com: 4 Ways to Do a Slow Retirement, and Why You'll Probably Want To
Kurt Fillmore, President of Wealth Trac Financial, contributes to a discussion about why many of today's seniors prefer easing into retirement slowly.
Detroit Five Star Wealth Manager Award
Kurt Fillmore of Wealth Trac Financial is recognized by HOUR Magazine as a Five Star Wealth Management Advisor.
Mainstreet.com: What Not to Do When You Receive an Inheritance
7 Things to Know about Low Interest Rates
Kurt Fillmore, President of Wealth Trac Financial Group, discusses the effects of a low-interest rate environment on savings.
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 strategies.
Social Security Planning Advice—When Retirements Are Staggered
Wealth Trac Financial’s Kurt Fillmore shares strategies for maximizing Social Security benefits for couples with staggered retirements. Certain tactics can ensure families make the most of their Social Security income.
Dallas Morning News: It's OK to let your financial advisor be your therapist.
Investors: How to Protect Yourself from Adviser Conflicts of Interest
As a regular contributor to Kiplinger, Kurt Fillmore reflects on his personal experience working for a large Wall Street firm, and the fiduciary differences between being an independent advisor versus the typical financial advising model seen at large institutions.
Good Sign for Home Prices? More Consumers Paying Mortgage Debt
Kurt Fillmore, President of Wealth Trac Financial, shares his Southeast Michigan perspective on a consumer financial trend: In a significant shift, households are now prioritizing mortgage payments over credit card debt. From his perspective, it’s good news for the housing market and the economy.
What Comes Around: What the investment lessons of 2008-2009 can teach us about our strategies today
Kurt Fillmore, President of Wealth Trac Financial, discusses what the lessons of 2008-2009 can teach us about our investment strategies today.
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