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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...

Posted: Sep 27, 2018

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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...

Posted: Sep 07, 2018

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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...

Posted: Aug 16, 2018

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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...

Posted: Jul 20, 2018 By Michael Filbrandt

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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...

Posted: May 17, 2018 By Michael Filbrandt

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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...

Posted: Mar 28, 2018

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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...

Posted: Mar 14, 2018 By Steven Hoffman

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‘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...

Posted: Feb 15, 2018

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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 $...

Posted: Jan 26, 2018