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!
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
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.
The importance of life insurance, how it works, and how much coverage you need.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What if instead of buying that vacation home, you invested the money?
Peer-to-peer payment apps are one of the newest ways to send money.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
There are three things to consider before dipping into retirement savings to pay for college.
Have you found yourself suddenly single? Here are 3 steps to take right now.