Filbrandt & Company Reports | Filbrandt & Co.

I Stock 48269826 Large

Biden's Tax Plan, Part I: Impacts on Federal Income Tax and Estate Tax

I Stock 1125914687 2

The Filbrandt Report: Start with the End in Mind

Guy With Dog In Car

Retiring Earlier Than Planned? A 7-Step Retirement Checklist

2Nd Opinion 1800Px

7 Steps to Protect Your Retirement

I Stock 1126669376

Market Update: Investing in a Low-Yield Environment: Unusual Strategies for Unusual Times

Retirement

New Year’s Resolution: Three Planning Items to Review January 1st

Family Estate Planning

Who is the Trustee of Your Trust and Why Does it Matter?

Mu Chart 1 002

Market Update: Does Concentration in Top 5 Stocks Signal Imminent Crash?

I Stock 1162297712 Rs

SECURE Act and Your Estate Plan: 4 Steps to Take Now

Picture1B

3 Mistakes to Avoid in Volatile Markets

I Stock 1136086266 Rs

Market Update: Living in a New World

I Stock 500197237 C

3 Critical Steps to Weather An Economic Storm

I Stock 653772916 Rs

Why Your Taxes Could Increase In Retirement - And What You Can Do About It Now

I Stock 869641814 Rs

What’s Your Retirement Account Really Worth?

I Stock 1148888676 Blue

Does Your Advisor Have a “PhD in Financial Planning?”

I Stock 1066921758 C2

3 Big Mistakes Academics Made in Asset Allocation

I Stock 1015687226 C2

Did Your University Announce Retirement Plan Changes?

I Stock 976787968 C2

Retirement Beyond the Numbers

I Stock 609725528

Don't "Beat the Market," Maximize Your Bottom Line

I Stock 511846265

5 Money-Saving Tips for University Employees During Open Enrollment

I Stock 841802950Rs

Overlooking This Hidden Gem in Your University Retirement Plan?

I Stock 453892091

The 4 Employee Benefits You Must Replace When You Retire

V19I3 Image1

3 Hidden Risks of Consolidating Your Retirement Accounts

V19I4 Image1

Who Can You Really Trust With Your Financial Future?

Stock Collage

How to Protect Resources During Market Volatility

Couple Smiling Autumn

Test Your Retirement Readiness Knowledge

Couple Reviewing Notes

7 Ways to Reduce Tax Liability

I Stock 500197237

How to Prepare Portfolios for a Possible Downturn

I Stock 622064048

7-Step Checklist if You Haven't Begun Your Retirement Planning

University Of Facade 800Px

Do Target Date Funds Miss Their Mark?

I Stock 157393760

Your Estate Process: Open to the Public?

University Sign

How to Accumulate Retirement Assets Tax-Free

University Courtyard

Strategies to Make the Most of Charitable Giving

I Stock 171355556

5 Estate Plan Oversights That Can Prove Costly

I Stock 178784045

Academic Work-Life Balance: Ideas for How to Achieve It

I Stock 172402941

4 Dangerous Trends Affecting University Retirement Plans

Meeting With Advisor

Your Retirement Readiness Checklist: Have You Completed These 12 Points?

Husdand Wife Computer

Retiring in the Next 10 Years? Beware the "Six Traps"

Married Couple Laughing

Your 6-Step Checklist: How to Evaluate a Financial Planner

I Stock 86489413 Large

Get More Out of the Sleeping Giant

Nurse With Patient

6 Things You Need to Know About Medicare

Family

Estate Planning Made Easy

Physician

Think You Won't Need Long Term Care?

Smiling Couple With Female Advisor

5 Reasons You May Need a Financial Adviser

University Clock Tower

Is Your Adviser a Fiduciary or a Broker?

Portfolio Review

How 'Saving Money' Can Actually Waste Money

Campus Quad 800Pxwide

Latest Scam: Tax Preparers’ Computer Records Breached

I Stock 14885495 800Pxwide

A Glaring Gap in Many Estate Plans: No Plan for Incapacity

New Lifecycle Chart V2

Do You Know Your Path to Financial Independence?

I Stock 170024432

Act Quickly If You Learn Your Identity Was Stolen

I Stock 24222615 Large

How to Avoid the “Rollover Trap”

Couple Smiling

Diversified Tax Structures Protect You After Retirement

Large Family Multgenerations

Filbrandt Private Trust: What it Means to You

Meeting Advisor Over Coffee

How Can You Test-Drive Your Estate Plan? (Without Dying First)

I Stock 494940062

To Annuitize or Not to Annuitize?

I Stock 48269826 Large

Celebrity Duo Had Trust

I Stock 000052946058 Large

Ruling Compels Advisers to Protect Your Best Interests