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

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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

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    How Does Your Credit Score Compare?

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    Countdown to College

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    A Primer on Dividends

    A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

    What Is a 1035 Exchange?

    1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

    Password Protection Strategies

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    What If You Get Audited?

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    Healthcare Costs in Retirement

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    What Is the Dividend Yield?

    This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

    Home Mortgage Deduction

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    Can I Refinance My Mortgage?

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

    What Is My Risk Tolerance?

    This questionnaire will help determine your tolerance for investment risk.

    Saving for Retirement

    This calculator can help you estimate how much you may need to save for retirement.

    Doubling Your Money

    This calculator demonstrates the power of compound interest.

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    Retirement Plan Distributions

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

    An Inside Look at Retirement Living

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

    Tax Management Strategies

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

    5 Smart Investing Principles

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

    Managing Your Lifestyle

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

    Protecting Those Who Matter Most

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

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    Raise Your Retirement Income

    Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

    Events on Wall Street

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

    Ready for Retirement?

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    Perception vs. Reality

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

    The Power of Tax-Deferred Growth

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    The Cost of Procrastination

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