Feltz WealthPLAN: Celebrating 30 Years
From the founding of Feltz WealthPLAN in Omaha, NE, in 1989, Feltz WealthPLAN has grown into a nationally recognized organization with a large community involvement in the Greater Omaha Area and beyond. Feltz WealthPLAN has been recognized for various awards, and many of the Firm’s partners and industry groups are included in various top national rankings.
We are happy to have served you for 30 years, and hope to continue to do so for the next 30!
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Building wealth requires protection from the forces of wealth destruction.
Is your estate in order? This short quiz may help you assess your overall strategy.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When you retire, how will you treat your next chapter?
You’ve made investments your whole life. Work with us to help make the most of them.
Do you know these three personal finance sayings?
How will you weather the ups and downs of the business cycle?
Have you found yourself suddenly single? Here are 3 steps to take right now.