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Education

WelshireSM Capital, LLC
Who We Are

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WelshireSM Capital Wealth Planning, Protection and Management

Our Mission:

Our passion is to creatively inspire our clients to live their lives to the fullest through helping them identify and attain their personal and financial goals. We accomplish this mission through education, communication, and striving for consistently remarkable service and results.

Our Value Proposition

  1. WelshireSM Wealth Planning - Fostering True Wealth
  2. WelshireSM Wealth Management - Four-Step Fiduciary Quality Management System*
  3. WelshireSM Wealth Protection - Helping you keep together what you've worked so hard to put together
  4. WelshireSM Wealth Services - Transparent, Proactive Service Focused on You

*© fi360, Inc. Used with permission

 

Helpful Content

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Countdown to College

Countdown to College

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

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

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.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Federal Income Tax

Use this calculator to estimates your income tax liability along with average and marginal tax rates.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Tax Freedom Day

Assess how many days you'll work in 2012 to pay federal tax liability.

Home Mortgage Deduction

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

Paying Off a Credit Card

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

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Long-Term-Care Protection Strategies

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

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

Protecting Those Who Matter Most

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

Managing Your Lifestyle

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

5 Smart Investing Strategies

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

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Raise Your Retirement Income

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

Choosing a Mortgage

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

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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