Blog Category: Retirement 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...
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...
Getting Close To Retirement? Opportunity is Knocking...Open the Door!
A Message From the Chairman Many years ago, twelve to be exact, I was meeting with a sixty five year old University professor in her office and she was telling...
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...
‘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...
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 $...