Wednesday, May 31, 2017 9:55 AM
Filbrandt & Company, the Trusted Financial Resource for University Professionals, announces the creation of Filbrandt Private Trust. The new business entity provides trust solutions for professors who require the services of a professional fiduciary.
Friday, April 21, 2017 10:34 AM
Estate planning should not be a near-death experience. On the occasions when it happens that way, professors often default to a will. They believe everything will be accounted for properly if they have a valid and updated will.
Tuesday, April 11, 2017 11:36 AM
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) investing, it refers to the three central factors in measuring the “sustainability” and ethical impact of an investment in a company or business. Also known as SRI (Socially Responsible Investing), it is any strategy which considers both financial return and social good produced by a company or fund.
Tuesday, March 07, 2017 9:14 AM
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?”
Tuesday, February 07, 2017 2:33 PM
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 what it means to you:
Tuesday, January 24, 2017 12:17 PM
Did you make a financial New Year’s resolution for 2017? About one-third of adults 18 and older surveyed by Fidelity Investments prior to the end of 2016 expressed the intent to do so.
You might not like to think about your financial plan, but not paying it the attention it deserves could have disastrous consequences. It can mean leaving your financial freedom to chance, not knowing the proper way to arrive at your financial destination, and saving less than you will ultimately need.
Monday, December 05, 2016 5:07 PM
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 would make life easier for your heirs, only to have a bureaucracy decide how they are dispersed. This creates more stress for family members with no experience in estate resolution.
Monday, November 28, 2016 4:07 PM
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.”
Tuesday, November 15, 2016 3:48 PM
Nobody is quite sure what changes will occur under the administration of President-elect Trump.
Monday, November 07, 2016 12:13 PM
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 the gains Donald Trump made in the polls during that period.