Filbrandt Blog
Categories: Comprehensive Financial Planning | Investment Management | Retirement Planning | Estate Planning | Tax Planning | Trusts
Should You Purchase Long-Term Care Insurance?
The two primary questions professors ask about long-term medical care, also known as extended care, are, “Do I need it?” and “How do I pay for it?” According to...
Here’s What Trump’s Change to ‘Fiduciary Rule’ Means to Professors
You may have heard that a Department of Labor ruling designed to safeguard the interests of retirement plan investors has been placed on temporary hold by President Trump. Here’s...
How to Avoid Critical Estate Planning Traps
Imagine having no control over how your assets are distributed after your death. Also imagine that you worked a lifetime to build up savings and assets that you hoped...
Professors Put Financial Advisers to the Test – and They Failed
A recent study by professors at MIT, and Harvard and Hamburg universities, found the quality of financial advice commonly given to clients was “highly troubling.” Those were the words...
Election Impact: Post-Election Outlook and Strategies
Nobody is quite sure what changes will occur under the administration of President-elect Trump. The financial markets initially lost more than 800 points in overnight futures trading last week...
Presidential Election Prompts Spike in Markets' 'Fear Index'
The Chicago Board Options Exchange (CBOE) Volatility Index, also known as the “fear index” of U.S. markets, has jumped 65 percent in the past two weeks. This coincides with...
Scott Kornstedt Gives Back to Specialty Health Care Center
Two days after their daughter was born in March 2013, Scott and Carrie Kornstedt received some unnerving news. A routine blood test revealed Raegan has a condition known as...
How Much Inheritance Will University Professors' Heirs Lose to Taxes?
Hillary Clinton wants to increase it. Donald Trump wants to abolish it. Based on the dialogue from the second Presidential debate, that’s what we know about the presidential candidates’...
Why Your Part B Medicare Premiums Are Likely to Increase
Premiums for Part B Medicare coverage are likely to increase significantly in 2017, and wealthier Americans will see a substantially greater increase than the majority of beneficiaries. Individuals earning...