Financial Planning for University Professionals | Filbrandt & Co.

I Stock 841802950Rs

Overlooking This Hidden Gem in Your University Retirement Plan?

I Stock 516825144

Why Charitable Gifting May Not Result in a Lower Tax Bill in 2019

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

Market Update 2019

Market Update: Changing Expectations

Couple Smiling Autumn

Test Your Retirement Readiness Knowledge

Couple Reviewing Notes

7 Ways to Reduce Tax Liability

The Market Is Up Nicely This Year … Or Is It?

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

I Stock 184268412 Super

Don’t Believe This Common Estate Tax Planning Myth

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

Us Balance Of Trade 1

Why the U.S. Wants Trade Deal Changes

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

Holding Hands

Social Security Expected to Drop 23 Percent in 2034

1 Treasury Yield V2

Will Rising Interest Rates Derail the Stock Market?

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?

Advisor Meeting Husband Wife

These Tax Code Changes Are Likely to Affect You

I Stock 666589480 800Pxwide

For How Long Will the Bulls Run?

I Stock 170024432

Act Quickly If You Learn Your Identity Was Stolen

I Stock 24222615 Large

How to Avoid the “Rollover Trap”

I Stock 89188379 Xlarge

6 Year-End Strategies to Minimize 2017 Tax Exposure

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