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
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Learn a little about worldwide currency in this fun infographic
Knowing your options when a CD matures can help you make a sound investment decision.
These food myths will really put a drain on your wallet.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
How long does a $20 bill last?
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Women must be ready to spend, on average, more years in retirement than men.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Understanding the cycle of investing may help you avoid easy pitfalls.
Smart investors take the time to separate emotion from fact.
There are hundreds of ETFs available. Should you invest in them?