Blog Category: Comprehensive Financial Planning
Categories: Comprehensive Financial Planning | Investment Management | Retirement Planning | Estate Planning | Tax Planning | Trusts
Protect University Retirement Resources During Market Volatility
In the first quarter of 2022 alone, market volatility – from inflation, residual economic effects from COVID-19, and the invasion of Ukraine – has left many university faculty concerned about...
Know Before You Go: 4 Steps to Prepare for Retirement
A 2020 study by Fidelity and the Chronical of Higher Education found that the COVID-19 pandemic had left university professors overworked, stressed, and exhausted. About a third or more of...
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...
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...
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...
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...
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...
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...
93 Percent of Americans Think Financial Advisers 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...