Feltz WealthPLAN Workshop Series
Life is made up of four stages of 8000 days. At Feltz WealthPLAN, we are prepared to help you along in those days. Regardless of what stage you are in, join us for our 2018 workshop series.
Throughout the year we will introduce you to opportunities to ensure you are enjoying your days and looking forward to what’s to come. Check out the workshops scheduled below to see which one would be the best fit for you! If you don’t see one of interest, come back, we have more where that came from!Learn More
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Important items to consider when purchasing condo insurance.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
When to start? Should I continue to work? How can I maximize my benefit?
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The federal government requires deceased individuals to file a final income tax return.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How federal estate taxes work, plus estate management documents and tactics.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here are five facts about Social Security that might surprise you.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.