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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

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Insurance Needs Assessment: For Empty Nesters and Retirees

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

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

 

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

16 Wall Street Cliches in 60 Seconds

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

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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