Filbrandt Blog
Categories: Comprehensive Financial Planning | Investment Management | Retirement Planning | Estate Planning | Tax Planning | Trusts
Helping University Professionals Retire Well in 2022 and Beyond
– Filbrandt’s University Retirement Summit Offers Insight on Demand – At Filbrandt, we’ve spent many years advising university professionals on how to maximize their benefits to achieve their financial and life...
Filbrandt Wealth Management joins forces with Savant Wealth Management
We are pleased to announce that Filbrandt Wealth Management is joining forces with Savant Wealth Management on November 30, 2021. Savant is a well-respected, fee-only wealth management firm based in...
University Benefits eBook Available to Download Now
Open Enrollment is here and that means it's time to look at your benefits options. Professors often waste hard-earned money by simply checking the default benefits boxes instead of...
Our Clients Make a Difference with Charitable Giving
Charitable giving is a valued part of nearly every one of our clients’ comprehensive financial plans. According to Charity Navigator1, charitable giving has reached record levels. Though the pandemic may have sparked...
Market Update Vlog: What is Your Retirement Benchmark?
Steve Hoffman, CFA® discusses the value of investment benchmarks when measuring the success of your university retirement portfolio. Watch the video below or read the full report (here). -TRANSCRIPT- Hello, I’m...
Filbrandt Vlog: Biden's Tax Plan, Part I
James Haygood, Principal and Client Development Executive, offers insight into the new administration's proposed tax plans, including changes to the federal income tax and estate tax. Watch the video below or...
Filbrandt Vlog: Biden's Tax Plan, Part II
Noah Tostrud, CFP® delves into part two of the new administration's proposed tax plans, including a two-pronged change to the federal estate tax. Watch the video below or read the full report...
Filbrandt Vlog: Start with the End in Mind
Recently our CEO, Mike Filbrandt, sat down to share some insightful thoughts about financial planning and "Starting With the End in Mind." You can watch his video below or read the...
Filbrandt Secures Donations for The Salvation Army
The value of Filbrandt's teamwork in the "Moving For a Good Cause" fundraiser has been amplified by multiple outside donations, including from Schwab, for a campaign total of over $3,400. Together these...