Filbrandt Blog
Categories: Comprehensive Financial Planning | Investment Management | Retirement Planning | Estate Planning | Tax Planning | Trusts
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...
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...
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...
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...
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...
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...
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...
Threatening Phone Calls From Fake IRS Agents Surge During Tax Filing Season
During tax filing season, the Internal Revenue Service generally sees a surge in scam phone calls threatening such things as arrest, deportation and license revocation if the victim doesn’t...
How to Manage Your Portfolio in a Turbulent Environment
Human psychology is not a friend of successful investing. According to Warren Buffett, "Success in investing doesn't correlate with I.Q. … Once you have ordinary intelligence, what you need...