1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Customer Service: 800.544.0155
All Contents © 2019The Kiplinger Washington Editors
See All Authors »
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.
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.
See More From: Building Wealth
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.
Retirement planning is tough, and you need help you can trust. Here’s how to get it, with or without regulators’ help.
Plus, what to look for when you do.