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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

    Should You Choose a Fixed or Variable?

    Should You Choose a Fixed or Variable?

    When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

    The Cost of Procrastination

    The Cost of Procrastination

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

    Ready for Retirement?

    Ready for Retirement?

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

     

    Getting a Head Start on College Savings

    A few strategies that may help you prepare for the cost of higher education.

    Understanding Long-Term Care

    Understanding the types of long-term-care services—and what those services could cost—may be critical.

    How Will Working Affect Social Security Benefits?

    Knowing the rules may help you decide when to start benefits.

    TIPS for Inflation

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

    Countdown to College

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

    Lots of Variables with Fixed-Rate Mortgages

    When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

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    Impact of Taxes and Inflation

    Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

    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.

    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.

    Disability Income

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

    Inflation & Retirement

    Estimate how much income may be needed at retirement to maintain your standard of living.

    Can I Refinance My Mortgage?

    This calculator can help determine whether it makes sense to refinance your mortgage.

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    Principles of Preserving Wealth

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

    Keys to Investing for Retirement

    There are some key concepts to understand when investing for retirement

    Investment Strategies for Retirement

    Investment tools and strategies that can enable you to pursue your retirement goals.

    Managing Your Lifestyle

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

    Retirement Plan Distributions

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

    Tax Management Strategies

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

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    Making Your Tax Bracket Work

    Have you explored all of your choices when it comes to managing your taxable income?

    Choosing a Mortgage

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

    When Do You Need a Will?

    When do you need a will? The answer is easy: right now.

    What Can a Million Dollars Buy You?

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

    Events on Wall Street

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

    The Other Sure Thing

    Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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