WelshireSM Capital, LLC
Who We Are
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WelshireSM Capital Wealth Planning, Protection and Management
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
- WelshireSM Wealth Planning - Fostering True Wealth
- WelshireSM Wealth Management - Four-Step Fiduciary Quality Management System*
- WelshireSM Wealth Protection - Helping you keep together what you've worked so hard to put together
- WelshireSM Wealth Services - Transparent, Proactive Service Focused on You
*© fi360, Inc. Used with permission
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
What can be learned from the savings rate?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How long does a $20 bill last?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
How to help determine life insurance needs to provide for your family after you pass away.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What does your home really cost?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Learning more about gold, and its history, may help you answer that question.
There’s an alarming difference between perception and reality for current and future retirees.
Are you ready for retirement? Here are five words you should consider.