Understanding Today’s Financial Environment
Welcome, we're Wealthplan Partners, a financial organization in Omaha, NE. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
A four-step framework for building a personal legacy.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
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.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The decision whether to buy or rent a home may have long-term implications.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How will you weather the ups and downs of the business cycle?
In life it often happens that the answers to our most pressing questions are right in our own backyards.