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

    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.

    Perception vs. Reality

    Perception vs. Reality

    There’s an alarming difference between perception and reality for current and future retirees.

    Estimating the Cost of College

    Estimating the Cost of College

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

     

    A Look at Whole Life Insurance

    Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

    Value vs. Growth Investing

    Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

    Where Will Your Retirement Money Come From?

    Retirement income may come from a variety of sources. Here's an overview of the six main sources.

    Trends in Charitable Giving

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

    Estate Management Checklist

    Is your estate in order? This short quiz may help you assess your overall strategy.

    Types of Stock Market Analysis

    Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

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    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.

    Lifetime of Earnings

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

    Long-Term-Care Needs

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

    Potential Income from an IRA

    Estimate your monthly and annual income from various IRA types.

    Disability Income

    This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

    What Is My Current Cash Flow?

    Assess whether you are running “in the black” or “in the red” each month.

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    Your Cash Flow Statement

    A presentation about managing money: using it, saving it, and even getting credit.

    Protecting Those Who Matter Most

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

    An Inside Look at Retirement Living

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

    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.

    Keys to Investing for Retirement

    There are some key concepts to understand when investing for retirement

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    The Facts About Income Tax

    Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

    Do You Feel Lucky?

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

    Should I Invest in Gold?

    Learning more about gold and its history may help you decide whether it has a place in your portfolio.

    Exit Strategies of the Rich and Famous

    Estate conservation is too important to put off. Do you have a smart exit strategy?

    What Can a Million Dollars Buy You?

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

    Estate Management 101

    A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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