Understanding Today’s Financial Environment
Welcome, we're Feltz WealthPLAN, a financial organization in Omaha, NE. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Marriage changes everything, including your insurance needs.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Women must be ready to spend, on average, more years in retirement than men.
A bucket plan can help you be better prepared for a comfortable retirement.
Are you ready for retirement? Here are five words you should consider.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Recent changes in estate tax laws could affect the strategy you have in place.
Learn how to harness the power of compound interest for your investments.