WelshireSM Capital, LLC
Who We Are
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WelshireSM Capital Wealth Planning, Protection and Management
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
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Simple steps may help you foil hackers and protect your privacy.
Taking regular, periodic withdrawals during retirement can be quite problematic.
A change in your mindset during retirement may drive changes to your portfolio.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
$1 million in a diversified portfolio could help finance part of your retirement.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Recent changes in estate tax laws could affect the strategy you have in place.
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.
Do you have causes that you want to support with donations? Here are three tips.
Are you ready for retirement? Here are five words you should consider.