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
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Here are six flags that may make your tax return prime for an IRS audit.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Good employee health can be great for the company’s bottom line.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Pundits say a lot of things about the markets. Let's see if you can keep up.
How do the markets usually react to elections? Was the 2016 election any different?
There’s been a lot of talk about Tax Reform. What might it look like?
Even low inflation rates can pose a threat to investment returns.
Understanding the cycle of investing may help you avoid easy pitfalls.
Why are 401(k) plans, annuities, and IRAs so popular?