Feltz WealthPlan

04/12/2022

Feltz WealthPlan has been nominated for TWO Omaha Choice Awards! We are eligible to win Best Financial Planning Firm AND Best Investment Firm and would greatly appreciate your vote. Voting closes Sunday April 17th!

Vote by clicking the links below, entering your name and email to make your votes count and submit! You can vote once per day!

VOTE FINANCIAL PLANNING FIRM: https://bit.ly/3E5StZ3
VOTE INVESTMENT FIRM: https://bit.ly/3E7PSxV

We appreciate your continued trust in us and allowing us to be nominated for awards like these!

04/12/2022

Meet the 10 athletes named to the Feltz WealthPlan 2022 All-Nebraska boys and girls basketball teams.

03/09/2022

Increase and motivate your with these five simple and inexpensive ideas.

Five creative (and inexpensive) ideas for motivating your employees.

03/04/2022

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

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

03/04/2022

Markets dipped in February, responding to escalating conflict in Ukraine, with the Dow Jones and S&P 500 both taking hits.

Monthly Market Insights | March 2022 U.S. Markets Escalating tensions in Eastern Europe upended markets in February, sending stocks lower for the month. The Dow Jones Industrial Average dropped 3.53 percent while the Standard & Poor’s 500 Index fell 3.14 percent, and the Nasdaq Composite lost 3.43...

03/03/2022

Information vs. instinct. Are your choices based on evidence of emotion? This piece helps answer those questions.

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

03/02/2022

Are you looking for a balance? Find yours, starting with this video.

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

02/25/2022

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

02/24/2022

What will your family do if you can't earn an income? Here are steps you can take today.

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

02/23/2022

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

02/18/2022

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

02/17/2022

When are you taking your benefits? Considering the timing can help maximize your benefit.

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