Retirement Worries Stock Market Hits Record High...Now What?


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 Income Taxes Work

    How Income Taxes Work

    A quick look at how federal income taxes work.

    A Bucket Plan to Go with Your Bucket List

    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.

    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.


    Trends in Charitable Giving

    Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

    To Catch a Thief

    Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

    How Will Working Affect Social Security Benefits?

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

    The Cost of Procrastination

    Don't let procrastination keep you from pursuing your financial dreams and goals.

    Your Changing Definition of Risk in Retirement

    A change in your mindset during retirement may drive changes to your portfolio.

    The Business Cycle

    Understanding the economy's cycles can help put current business conditions in better perspective.

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    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.

    Comparing Mortgage Terms

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

    What Is My Risk Tolerance?

    This questionnaire will help determine your tolerance for investment risk.

    Bi-Weekly Payments

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

    Taxable vs. Tax-Deferred Savings

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

    Lifetime of Earnings

    Estimate how much you have the potential to earn during your working years.

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    Keys to Investing for Retirement

    There are some key concepts to understand when investing for retirement

    Tax Management Strategies

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

    5 Smart Investing Strategies

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

    5 Smart Investing Principles

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

    Retirement Plan Distributions

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

    An Inside Look at Retirement Living

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

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    Do You Feel Lucky?

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

    Raise Your Retirement Income

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

    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.

    When Do You Need a Will?

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

    Interest Rates: How Low Can They Go?

    The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

    Events on Wall Street

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

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