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!
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Around the country, attitudes about retirement are shifting.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Building wealth requires protection from the forces of wealth destruction.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What if instead of buying that vacation home, you invested the money?
How do the markets usually react to elections? Was the 2016 election any different?
When markets shift, experienced investors stick to their strategy.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate