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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

    How Does Your Credit Score Compare?

    How Does Your Credit Score Compare?

    Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

    Caring for Aging Parents

    Caring for Aging Parents

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

    Rightsizing for Retirement

    Rightsizing for Retirement

    What does your home really cost?

     

    Critical Estate Documents

    Sound estate management includes creating financial and healthcare documents. Here's an inside look.

    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.

    What's So Great About a Rollover?

    Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

    What to Look for in a Long-Term Care Policy

    Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

    Systematic Withdrawals in Retirement

    Taking regular, periodic withdrawals during retirement can be quite problematic.

    TIPS for Inflation

    If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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    How Compound Interest Works

    Use this calculator to better see the potential impact of compound interest on an asset.

    Estimate Your RMD

    Help determine the required minimum distribution from an IRA or other qualified retirement plan.

    Contributing to an IRA?

    Determine if you are eligible to contribute to a traditional or Roth IRA.

    Taxable vs. Tax-Deferred Savings

    Use this calculator to compare the future value of investments with different tax consequences.

    Disability Income

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

    A Look at Systematic Withdrawals

    This calculator may help you estimate how long funds may last given regular withdrawals.

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    5 Smart Investing Principles

    Principles that can help create a portfolio designed to pursue investment goals.

    5 Smart Investing Strategies

    There are some smart strategies that may help you pursue your investment objectives

    Long-Term-Care Protection Strategies

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

    Principles of Preserving Wealth

    How federal estate taxes work, plus estate management documents and tactics.

    Managing Your Lifestyle

    Using smart management to get more of what you want and free up assets to invest.

    Protecting Those Who Matter Most

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

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    What Can a Million Dollars Buy You?

    $1 million in a diversified portfolio could help finance part of your retirement.

    The Power of Tax-Deferred Growth

    Why are 401(k) plans, annuities, and IRAs so popular?

    Raise Your Retirement Income

    Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

    Do You Feel Lucky?

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

    Your DNA Test

    If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

    Rightsizing for Retirement

    What does your home really cost?

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