Matthew J. Ure

RMA
Personal Finance, Retirement, Investing
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63
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“The whole is greater than the sum of the parts- when all parts of a financial life are put together properly, incredible value is captured! ”
Firm:

Anthony Capital, LLC

Job Title:

Vice President

Biography:

Whether your question is about social security draw age, balancing risk and return in an investment, tax planning, or which strategy you should use to cover long term care needs, your chance for success improves dramatically with accurate information. Matthew believes his role is to guide clients through these trade offs using various tools, experience, and his training as a certified Retirement Management Analyst which centers every decision on improving retirement outcomes using math and science. 

Matthew has become an expert in optimizing the financial lives of public and private sector employees.   Several years ago, recognizing a huge need for benefits education and basic financial planning, he teamed up with The Society for Financial Awareness to offer workshops, seminars, and private consultations with a goal toward education. This collaboration has given thousands of public and private sector employees access to fiduciary advice while requiring no minimum investment amount. This educational approach that focuses on the best interest of the person has created millions in dollars of value for the attendees and their families.  

 He is a well know presenter in San Antonio and surrounding areas having taught hundreds of seminars touching on subjects ranging from debt solutions, investing, Social Security, pensions, insurance, and other financial topics. 

Being the 8th of 11 children- Matthew has real life experience in financial planning as he put himself through college, graduating from Brigham Young University with no debt and money in the bank.  He speaks fluent Thai and enjoys traveling whenever occasion permits. His personal life centers around being a father to 3 boys and husband to a beautiful and creative wife.

Education:

Brigham Young University

Assets Under Management:

$14 million

Fee Structure:

Fee Only

CRD Number:

6444268

Insurance License:

#1974612 TX

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September 2017
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All Answers
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    Marriage / Divorce, Financial Planning, Pensions
What happens to my pension after I remarry?
100% of people found this answer helpful

This depends largely on your pension plan. But that said, generally if you took a survivor's benefit when you retired and your first spouse later passed, then you could potentially continue that spousal survivor benefit. 

If you were not married at the time you retired, then you will need to contact your benefits department and ask them if it is still an option to add a survivor's benefit to your pension- But be prepared to have your pension cut while you're alive to fund this option. Sometimes, it can be less expensive to just buy a Guaranteed Universal Life Insurance policy but it never hurts to ask.

When you hear back from them, if you still have questions don't hesitate to contact me. 

1 week ago
    Annuities
What happens to my annuity after I die?
65% of people found this answer helpful
November 2016
    Debt, IRAs
Should I use an early IRA distribution to pay off my credit card balance?
63% of people found this answer helpful
December 2017
    Debt, Personal Finance, 401(k), Stocks
Should I pay down my mortgage with assets from 401(k), stocks and savings?
56% of people found this answer helpful
November 2017
    Investing
Can you invest in hedge funds?
56% of people found this answer helpful
December 2017