Filbrandt & Company Blog
Categories: Comprehensive Financial Planning | Investment Management | Retirement Planning | Estate Planning | Tax Planning | Trusts
Sudden Wealth Syndrome: Don’t Let it Happen to Your Children
A lottery ticket can transform an average working class person to a multimillionaire. You'd think their problems were solved, but professors who study those whose fortunes change in a...
Filbrandt Staff Members Volunteer at Kids' Carnival in Team-Building Outing
One of the objectives of the Filbrandt & Company annual staff training and development day is to engage in team-building opportunities which give back to the local community. On...
Insurance That Pays Death Benefits Before You Die an Option for Long-Term-Care Expenses
In the last several years a new type of insurance policy has emerged that pays death benefits before you die. A living benefits rider is available through several major...
Paying Off Debt Not Always the Best Strategy
Paying off debt is a goal of many people as they approach retirement. Most of our clients and people we meet with want to have their home paid off...
Threatening Phone Calls From Fake IRS Agents Surge During Tax Filing Season
During tax filing season, the Internal Revenue Service generally sees a surge in scam phone calls threatening such things as arrest, deportation and license revocation if the victim doesn’t...
How to Manage Your Portfolio in a Turbulent Environment
Human psychology is not a friend of successful investing. According to Warren Buffett, "Success in investing doesn't correlate with I.Q. … Once you have ordinary intelligence, what you need...
‘Full Retirement Age’ Shifting Closer to 67
If you were born in 1955 or later, be aware that your 66th birthday is not the day you should file for Social Security -- if you want your...
Don't Lose Your Life Insurance at Retirement
Replacing university-provided benefits and income becomes a primary objective for many professors when they reach retirement. Most professors have three major assets: Their retirement account, which could be $...
Looking Forward
Dear Clients, Associates and Friends, As we begin a new year, this is a great time to reflect for a moment on 2017 and then look forward to 2018...