Blog Category: Comprehensive Financial Planning
Categories: Comprehensive Financial Planning | Investment Management | Retirement Planning | Estate Planning | Tax Planning | Trusts
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 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...
Here’s What Trump’s Change to ‘Fiduciary Rule’ Means to Professors
You may have heard that a Department of Labor ruling designed to safeguard the interests of retirement plan investors has been placed on temporary hold by President Trump Here’s...
Is it Too Late to Create a Financial Plan in 2017?
Did you make a financial New Year’s resolution for 2017? About one-third of adults 18 and older surveyed by Fidelity Investments prior to the end of 2016 expressed the intent to...
Professors Put Financial Advisors to the Test – and They Failed
A recent study by professors at MIT, and Harvard and Hamburg universities, found the quality of financial advice commonly given to clients was “highly troubling.” Those were the words of...
Scott Kornstedt Gives Back to Specialty Health Care Center
Two days after their daughter was born in March 2013, Scott and Carrie Kornstedt received some unnerving news. A routine blood test revealed Raegan has a condition known as...