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
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
A four-step framework for building a personal legacy.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Tips on insuring your teen driver.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are three things to consider before dipping into retirement savings to pay for college.
Are Real Estate Investment Trusts right for your portfolio?
$1 million in a diversified portfolio could help finance part of your retirement.
You’ve made investments your whole life. Work with us to help make the most of them.
What are your options for investing in emerging markets?
Have you explored all your options when it comes to managing your taxable income?