Filbrandt & Company Blog
Categories: Comprehensive Financial Planning | Investment Management | Retirement Planning | Estate Planning | Tax Planning | Trusts
Team Update
Dear Colleagues, Clients and Friends, Our firm continues to thrive and grow thanks to the collaborative efforts of all our Filbrandt Team and our valued clients. As leaders of...
Key Medicare Changes for 2019
Medicare’s annual open enrollment period is in progress through Friday, Dec. 7, 2018. It’s important for all Medicare-eligible university professionals to be aware of the changes in the government’s...
How to Set Up Charitable Contributions for the Long Term
Are you charitably inclined? The most dramatic phenomenon in American charity in the last decade has been the rise of donor-advised funds, according to the Chronicle of Philanthropy. A...
Executive, Legislative Branches Considering RMD Changes
Changes in required minimum distributions (RMDs) are among the focal points of current proposals in the executive and legislative branches of the U.S. government. One possible result of these...
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...