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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...

Posted: Jan 19, 2022 By Patricia Filbrandt

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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...

Posted: Sep 17, 2021

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Filbrandt Vlog: Biden's Tax Plan, Part II

Noah Tostrud, CFP® delves into part two of the new administration's proposed tax plans, including a two-pronged change to the federal estate tax. Watch the video below or read the full report...

Posted: Mar 04, 2021

Charitable Giving

How to Set Up Charitable Contributions for the Long Term

Are you charitably inclined? The most dramatic phenomenon in American charity in the last decade has been the rise of donor-advised funds, according to the Chronicle of Philanthropy. A...

Posted: Nov 01, 2018

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Reduce Identity Thieves’ Opportunity to Hack Your IRS Account

Man and Woman Hugging 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...

Posted: Jan 18, 2018

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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 26, 2017