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Filbrandt Financial Reports

Categories: Tax Planning  | Comprehensive Financial Planning  | Investment Management  | Retirement Planning  | Estate Planning  | Trusts  | Lifestyle

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Inflation Moderating – The Page 8 Story

Economy Predicted

The Recession Everyone's Predicting

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Evidence-Based Investing

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Three Steps to Protect Your Purchasing Power

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Test Your Retirement Readiness Knowledge

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

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

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What’s Your Retirement Account Really Worth?

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University Retirees Share What They Wish They Knew Before Retirement

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The Tax-Efficient University Retirement

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Does Your Retirement Plan Include Healthcare Costs?

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How to Tax-Efficiently Manage RMDs

Where Will The Market Go Next

Market Update: Is Your Nest Egg Safe?

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No Attorney Needed: Your Estate Plan in Two Simple Steps

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The Hidden Powers of Your Health Savings Account

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Simplifying Your Financial Life

Tax Magnified

Market Update: The Other Tax

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Are You Leaving Money on the Table? Supplemental Plans Can Make or Break Your Retirement Goals

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Create a Meaningful Retirement

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A Professor's Guide to Travel in the COVID-Era

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Two Major Estate Planning Myths

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Market Update: What is Your Retirement Benchmark?

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Biden's Tax Plan, Part II: Navigate Future Estate Tax Changes

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

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The Filbrandt Report: Start with the End in Mind

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Retiring Earlier Than Planned? A 7-Step Retirement Checklist

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7 Steps to Protect Your Retirement

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

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

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

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3 Mistakes to Avoid in Volatile Markets

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Market Update: Living in a New World

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3 Critical Steps to Weather An Economic Storm

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

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3 Big Mistakes Academics Make in Asset Allocation

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Did Your University Announce Retirement Plan Changes?

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Retirement Beyond the Numbers

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

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5 Money-Saving Tips for University Employees During Open Enrollment

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Overlooking This Hidden Gem in Your University Retirement Plan?

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The 4 Employee Benefits You Must Replace When You Retire

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3 Hidden Risks of Consolidating Your Retirement Accounts

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Who Can You Really Trust With Your Financial Future?

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How to Protect Resources During Market Volatility

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7 Ways to Reduce Tax Liability

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How to Prepare Portfolios for a Possible Downturn

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Do Target Date Funds Miss Their Mark?

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Your Estate Process: Open to the Public?

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How to Accumulate Tax-Free Retirement Assets

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Strategies to Make the Most of Charitable Giving

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5 Estate Plan Oversights That Can Prove Costly

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

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4 Dangerous Trends Affecting University Retirement Plans

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

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

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

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Get More Out of the Sleeping Giant

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6 Things You Need to Know About Medicare

Family

Estate Planning Made Easy

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Think You Won't Need Long Term Care?

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5 Reasons You May Need a Financial Adviser

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Is Your Adviser a Fiduciary or a Broker?

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How 'Saving Money' Can Actually Waste Money

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Latest Scam: Tax Preparers’ Computer Records Breached

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

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Do You Know Your Path to Financial Independence?

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Act Quickly If You Learn Your Identity Was Stolen

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How to Avoid the “Rollover Trap”

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Diversified Tax Structures Protect You After Retirement

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

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To Annuitize or Not to Annuitize?

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Ruling Compels Advisers to Protect Your Best Interests

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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