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!
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Learn about the risks of not having health insurance in this informative article.
Learn more about women taking control of their finances with this infographic.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Learn how to address the challenges that women face when planning for retirement.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Read this overview to learn how financial advisors are compensated.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There’s an alarming difference between perception and reality for current and future retirees.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Savvy investors take the time to separate emotion from fact.
How will you weather the ups and downs of the business cycle?
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.