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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!

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Meet our Support Staff

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Meet our Retirement Plans/Foundations Experts

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Helpful Content

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Bi-Weekly Payments

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

 

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.

Helpful Retirement Strategies for Women

Learn how to address the challenges that women face when planning for retirement.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

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