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

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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

    Estimating the Cost of College

    Estimating the Cost of College

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

    Events on Wall Street

    Events on Wall Street

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

    Federal Income Tax

    Federal Income Tax

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

     

    Password Protection Strategies

    Simple steps may help you foil hackers and protect your privacy.

    Systematic Withdrawals in Retirement

    Taking regular, periodic withdrawals during retirement can be quite problematic.

    Your Changing Definition of Risk in Retirement

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

    Rebalancing Your Portfolio

    Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

    Mutual Funds vs. ETFs

    Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

    Keep Your Umbrella Handy

    Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

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    Bi-Weekly Payments

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

    Should I Pay Off Debt or Invest?

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

    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.

    Annuity Comparison

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

    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.

    A Look at Systematic Withdrawals

    This calculator may help you estimate how long funds may last given regular withdrawals.

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    Investment Strategies for Retirement

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

    5 Smart Investing Principles

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

    An Inside Look at Retirement Living

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

    Protecting Those Who Matter Most

    The importance of life insurance, how it works, and how much coverage you need.

    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.

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    What Can a Million Dollars Buy You?

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

    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?

    Do You Feel Lucky?

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

    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.

    Charitable Giving: Smart from the Heart

    Do you have causes that you want to support with donations? Here are three tips.

    Ready for Retirement?

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

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