Comprehensive Financial Planning Puzzle New Colors

Is Your Financial Puzzle Incomplete?

President's Blog: Comprehensive Planning Spending time with family is a pleasure that we all share. We recently spent several days with my nephew and his family skiing and hiking. My...

Posted: Feb 03, 2020 By Patricia Filbrandt

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"The Good, The Bad, and The Ugly" of The Secure Act of 2020

Chairman's Blog: SECURE Act What you need to know now in order to protect your retirement plan assets from this latest government grab. Call me a skeptic, but whenever the...

Posted: Jan 09, 2020


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...

Posted: Nov 06, 2019

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Excited About the RMD Legislation Congress is Considering? Why it's Not All Good News.

Big changes may be on the horizon for retirees – and not all of them will be good news for academia. On May 23, 2019 the House of Representatives...

Posted: Jul 12, 2019

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Team Update

Dear Colleagues, Clients and Friends, Our firm continues to thrive and grow thanks to the collaborative efforts of all our Filbrandt Team and our valued clients. As leaders of...

Posted: Feb 11, 2019

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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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