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!
Helpful Content
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.