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WelshireSM Capital, LLC
Who We Are

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WelshireSM Capital Wealth Planning, Protection and Management

Our Mission:

Welshire SM Capital’s mission is to help you retire with confidence and peace.

Our Value Proposition

      Welshire SM Retirement Planning—helping you retire with confidence and peace

      Welshire SM Asset Protection—helping you keep together what you’ve worked so hard to put together

      Welshire’s SM 8 Investment Strategies—we guide and help you decide

      Welshire SM Services—serving you the way we want to be served

     

    Helpful Content

    Perception vs. Reality

    Perception vs. Reality

    There’s an alarming difference between perception and reality for current and future retirees.

    Estimating the Cost of College

    Estimating the Cost of College

    This worksheet can help you estimate the costs of a four-year college program.

    Spotting Credit Trouble

    Spotting Credit Trouble

    The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

     

    Insuring Your Business With a Buy/Sell Agreement

    It may help your business be better prepared in the event of the death of a principal or key employee.

    Caring for Aging Parents

    As our nation ages, many Americans are turning their attention to caring for aging parents.

    A Look at Diversification

    Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

    A Look at Whole Life Insurance

    Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

    A Primer on Dividends

    A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

    Value vs. Growth Investing

    Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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    Potential Income from an IRA

    Estimate your monthly and annual income from various IRA types.

    Doubling Your Money

    This calculator demonstrates the power of compound interest.

    Paying Off a Credit Card

    Enter various payment options and determine how long it may take to pay off a credit card.

    How Much Home Can I Afford?

    With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

    Should I Pay Off Debt or Invest?

    This calculator will help determine whether you should invest funds or pay down debt.

    Interested in a Fuel Efficient Car?

    Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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    Retirement Plan Distributions

    There are a number of ways to withdraw money from a qualified retirement plan.

    Protecting Those Who Matter Most

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

    An Inside Look at Retirement Living

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

    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.

    Long-Term-Care Protection Strategies

    The chances of needing long-term care, its cost, and strategies for covering that cost.

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    To Buy or Not to Buy

    The decision whether to buy or rent a home may have long-term implications.

    Perception vs. Reality

    There’s an alarming difference between perception and reality for current and future retirees.

    Choosing a Mortgage

    Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

    Events on Wall Street

    Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

    The Cost of Procrastination

    Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

    Do You Feel Lucky?

    Recent changes in estate tax laws could affect the strategy you have in place.

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