In this blog, we post original content that will be of interest to our clients and to university professionals in general.


Monday, October 16, 2017

This is the time of year when you begin to see and hear lots of advertisements for insurance and benefits companies. They want you to keep them in mind when you register for various employment benefits during what is known as the...


Friday, September 29, 2017

Americans overwhelmingly favor the intent of the Department of Labor’s so-called “fiduciary rule,” which went into effect on June 9. According to a survey by Financial Engines, 93 percent of Americans think financial...


Thursday, August 3, 2017

Recently we announced Filbrandt Private Trust as an expansion of our trust services. Over the years, we’ve observed one of the most common estate planning mistakes people make is actually quite simple. Perhaps so simple that it...


Wednesday, May 31, 2017

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...


Friday, April 21, 2017

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. Many...


Show All

Tuesday, April 11, 2017

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...


Tuesday, March 7, 2017

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 the U.S. Department of Health and Human Services,...


Tuesday, February 7, 2017

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: The so-called...


Tuesday, January 24, 2017

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...


Monday, December 5, 2016

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...


Monday, November 28, 2016

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

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 upon learning of Trump’s victory,...


Monday, November 7, 2016

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...


Tuesday, November 1, 2016

Many professors reading this blog post will be paying more than $500 more in Social Security payroll tax in 2017, thanks to action announced earlier this month by the Social Security Administration.


Thursday, October 20, 2016

Two days after their daughter was born in March 2013, Scott and Carrie Kornstedt received some unnerving news.


Tuesday, October 18, 2016

Hillary Clinton wants to increase it. Donald Trump wants to abolish it.


Tuesday, October 4, 2016

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.


Tuesday, August 30, 2016

Several prominent universities are facing allegations that they failed to meet their fiduciary duties in the management of their staff and faculty's retirement plans.


Thursday, July 21, 2016

by Madcoverboy Investment options in the Northwestern University staff and faculty retirement plans will change beginning July 27, 2016. It’s critical for employees to be aware of some of the important aspects of these changes...


Wednesday, July 6, 2016

Emory University staff members have a new employee benefit, effective June 1, 2016.


Friday, June 24, 2016

The Brexit vote to leave the European Union has important implications for Filbrandt & Company’s investment positions in foreign mutual funds. First, we think the long-term impact will only affect the U.S. in a small way, so we...


Tuesday, June 21, 2016

Raghuram Rajan, the governor of the Reserve Bank of India (RBI), has announced that he will leave that position when his term expires in September to rejoin the University of Chicago Booth School of Business faculty.


Friday, June 17, 2016

Comedian John Oliver, who has become known for current events rants on his HBO program, “Last Week Tonight with John Oliver,” had the retirement planning industry in his crosshairs this past weekend.


Wednesday, June 15, 2016

From a young age, we all are reminded repeatedly of the importance of having a savings account. That translates to the need for a retirement account, of which the importance of starting one as early in one’s working life as...


Friday, June 10, 2016

As predicted here a few weeks back, the U.S. Congress's attempt to derail a higher standard of client care for some retirement account advisers has been vetoed by President Obama.


Wednesday, June 8, 2016

George Washington University President Steven Knapp will step down from the position in the summer of 2017, it was announced yesterday.


Tuesday, June 7, 2016

People who suffer from a lack of sleep and disordered sleep cycles could be increasing their chances of developing cardiovascular disease, according to a study in the American Heart Association’s Journal Hypertension.


Thursday, May 12, 2016

The Department of Labor’s recent fiduciary ruling got a bit more complicated recently. On April 6, the DOL issued a ruling that says people providing financial advice for people with retirement accounts must operate under the...


Monday, January 25, 2016

“The times they are a changin…” It is unlikely that Bob Dylan had the United States Social Security Administration in mind when he penned this timeless classic in 1964. Unfortunately for many retirees, the times have...


Tuesday, January 5, 2016

Some University of Wisconsin professors are experiencing a heightened level of interest in their services and skills from competing universities, according to published reports