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Reduce Identity Thieves’ Opportunity to Hack Your IRS Account

One way to deter identity thieves in 2018 is to file your tax return as early as possible. A common tactic of identity thieves is to file fraudulent tax...

Posted: Jan 18, 2018

University Clock Tower

Ways to Reduce the Tax Liability on Your Retirement Savings

If you’re a professor with a university retirement account containing hundreds of thousands of dollars, you have a great start on a successful retirement. But most, if not all...

Posted: Oct 27, 2017

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Open Enrollment is a Great Time for a Benefits Analysis

This is the time of year when you begin to see and hear lots of advertisements for insurance and benefits companies. They want you to keep them in mind...

Posted: Oct 16, 2017

Advisor Shaking Hands

93 Percent of Americans Think Financial Advisors Should Be Fiduciaries

Americans overwhelmingly favor the intent of the Department of Labor’s so-called “fiduciary rule,” which went into effect on June 9. According to a survey by Financial Engines, 93 percent...

Posted: Sep 29, 2017

Family Estate Planning

The Number One Mistake People Make in Their Estate Plan

Recently we announced Filbrandt Private Trust as an expansion of our trust services. Over the years, we’ve observed one of the most common estate planning mistakes people make is actually quite...

Posted: Aug 03, 2017

University At Night

Filbrandt & Company Announces the Creation of Filbrandt Private Trust

Filbrandt & Company, the Trusted Financial Resource for University Professionals, announces the creation of Filbrandt Private Trust. The new business entity provides trust solutions for professors who require the...

Posted: May 31, 2017

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Trusts Allow Your Estate to Be Safe, Private and Tailor-Made

Estate planning should not be a near-death experience. On the occasions when it happens that way, professors often default to a will. They believe everything will be accounted for...

Posted: Apr 21, 2017

Portfolio Review

'Socially Responsible Investing' Gaining Momentum

A rapidly growing movement allows investors to put money into mutual funds that consist of businesses and causes important to them. Known as ESG (Environmental, Social and Corporate Governance)...

Posted: Apr 11, 2017

Long Term Care Insurance

Should You Purchase Long-Term Care Insurance?

The two primary questions professors ask about long-term medical care, also known as extended care, are, “Do I need it?” and “How do I pay for it?” According to...

Posted: Mar 07, 2017