Filbrandt Blog
Categories: Comprehensive Financial Planning | Investment Management | Retirement Planning | Estate Planning | Tax Planning | Trusts
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...
‘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 $...
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...
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...
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...
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...