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WelshireSM Capital, LLC
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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

    Understanding Long-Term Care

    Understanding Long-Term Care

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

    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.

     

    What Is a Roth 401(k)?

    Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

    Healthcare Costs in Retirement

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

    Important Birthdays Over 50

    Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

    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.

    Estimating the Cost of College

    This worksheet can help you estimate the costs of a four-year college program.

    Variable Universal Life Insurance

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

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    Long-Term-Care Needs

    Determine your potential long-term care needs and how long your current assets might last.

    Should I Pay Off Debt or Invest?

    This calculator will help determine whether you should invest funds or pay down debt.

    Can I Refinance My Mortgage?

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

    Federal Income Tax

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

    Annuity Comparison

    This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

    Historical Inflation

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

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    5 Smart Investing Strategies

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

    Investment Strategies for Retirement

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

    Retirement Plan Distributions

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

    Managing Your Lifestyle

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

    Long-Term-Care Protection Strategies

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

    Keys to Investing for Retirement

    There are some key concepts to understand when investing for retirement

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    Events on Wall Street

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

    Rightsizing for Retirement

    What does your home really cost?

    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?

    Social Security: By the Numbers

    Here are five facts about Social Security that might surprise you.

    The Cost of Procrastination

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

    Making Your Tax Bracket Work

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

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