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
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Being healthy not only makes you feel good, it may also help you financially.
Learn a little about worldwide currency in this fun infographic
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Understanding the economy's cycles can help put current business conditions in better perspective.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much income may be needed at retirement to maintain your standard of living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Understanding the cycle of investing may help you avoid easy pitfalls.
Pundits say a lot of things about the markets. Let's see if you can keep up.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you know these three personal finance sayings?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.