Feltz WealthPLAN Workshop Series
Life is made up of four stages of 8000 days. At Feltz WealthPLAN, we are prepared to help you along in those days. Regardless of what stage you are in, join us for our 2018 workshop series.
Throughout the year we will introduce you to opportunities to ensure you are enjoying your days and looking forward to what’s to come. Check out the workshops scheduled below to see which one would be the best fit for you! If you don’t see one of interest, come back, we have more where that came from!Learn More
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Here's a breakdown of how the federal government spends your tax money.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Principles that can help create a portfolio designed to pursue investment goals.
When should you take your Social Security benefit?
There are a few things to consider when buying or leasing your next vehicle.
Do you know these three personal finance sayings?
Why are 401(k) plans, annuities, and IRAs so popular?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Taking your Social Security benefits at the right time may help maximize your benefit.