Your Team Retirement Worries Stock Market Hits Record High...Now What? Hide Title

Education

WelshireSM Capital, LLC
Who We Are

Click here to visit our video library.

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

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

 

Insuring Your Business With a Buy/Sell Agreement

Buy/sell agreements are designed a business against the death of a principal or key employee.

How Income Taxes Work

A quick look at how federal income taxes work.

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

How Will Working Affect Social Security Benefits?

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

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

View all articles arrow

Can I Refinance My Mortgage?

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

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Tax Freedom Day

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

Bi-Weekly Payments

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

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

View all calculators arrow

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

Tax Management Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

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

View all presentations arrow

When Do You Need a Will?

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

Choosing a Mortgage

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

Ready for Retirement?

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

Women and Retirement

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

Rightsizing for Retirement

What does your home really cost?

Should I Invest in Gold?

Learning more about gold, and its history, may help you answer that question.

View all videos arrow