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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

    9 Facts About Retirement

    9 Facts About Retirement

    Regardless of how you approach retirement, there are some things about it that might surprise you.

    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.

    How the Federal Reserve Works

    How the Federal Reserve Works

    Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

     

    Understanding Marginal Income Tax Brackets

    An inside look at how marginal income tax brackets work.

    Countdown to College

    Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

    Do You Owe The AMT?

    If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

    U.S. Personal Savings Rate

    What can be learned from the savings rate?

    Healthcare Costs in Retirement

    Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

    Mutual Funds vs. ETFs

    Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

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    Doubling Your Money

    This calculator demonstrates the power of compound interest.

    Historical Inflation

    This calculator shows how inflation over the years has impacted purchasing power.

    What's My Potential Estate Tax?

    This calculator helps estimate your federal estate tax liability.

    Home Mortgage Deduction

    Use this calculator to assess the potential benefits of a home mortgage deduction.

    What Is the Dividend Yield?

    This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

    Saving for Retirement

    This calculator can help you estimate how much you may need to save for retirement.

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    Long-Term-Care Protection Strategies

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

    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.

    5 Smart Investing Strategies

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

    Your Cash Flow Statement

    A presentation about managing money: using it, saving it, and even getting credit.

    5 Smart Investing Principles

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

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    The Power of Tax-Deferred Growth

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

    What Can a Million Dollars Buy You?

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

    Women and Retirement

    Women are great at multi-tasking. But many drop the ball when preparing for retirement.

    Exit Strategies of the Rich and Famous

    Estate conservation is too important to put off. Do you have a smart exit strategy?

    Choosing a Mortgage

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

    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.

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