Filbrandt Blog
Categories: Comprehensive Financial Planning | Investment Management | Retirement Planning | Estate Planning | Tax Planning | Trusts
‘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...
93 Percent of Americans Think Financial Advisers Should Be Fiduciaries
Americans overwhelmingly favor the intent of the Department of Labor’s so-called “fiduciary rule,” which went into effect on June 9. According to a survey by Financial Engines, 93 percent...
The Number One Mistake People Make in Their Estate Plan
Recently we announced Filbrandt Private Trust as an expansion of our trust services. Over the years, we’ve observed one of the most common estate planning mistakes people make is actually quite...
'Socially Responsible Investing' Gaining Momentum
A rapidly growing movement allows investors to put money into mutual funds that consist of businesses and causes important to them. Known as ESG (Environmental, Social and Corporate Governance)...