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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

    Do Your Kids Know The Value of a Silver Spoon?

    Do Your Kids Know The Value of a Silver Spoon?

    You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

    How Does Your Credit Score Compare?

    How Does Your Credit Score Compare?

    Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

    Caring for Aging Parents

    Caring for Aging Parents

    As our nation ages, many Americans are turning their attention to caring for aging parents.

     

    Your Changing Definition of Risk in Retirement

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

    Universal Life Insurance

    Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

    A Look at Diversification

    Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

    A Primer on Dividends

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

    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.

    Are Women and Financial Strategies a Mismatch?

    Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

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    Lifetime of Earnings

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

    Historical Inflation

    This calculator shows how inflation over the years has impacted purchasing power.

    Can I Refinance My Mortgage?

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

    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.

    Saving for Retirement

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

    What's My Potential Estate Tax?

    This calculator helps estimate your federal estate tax liability.

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    5 Smart Investing Strategies

    There are some smart strategies that may help you pursue your investment objectives

    Long-Term-Care Protection Strategies

    The chances of needing long-term care, its cost, and strategies for covering that cost.

    Tax Management Strategies

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

    Keys to Investing for Retirement

    There are some key concepts to understand when investing for retirement

    5 Smart Investing Principles

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

    Principles of Preserving Wealth

    How federal estate taxes work, plus estate management documents and tactics.

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    Ready for Retirement?

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

    Women and Retirement

    Women are great at multi-tasking. But many drop the ball when preparing for retirement.

    Do You Feel Lucky?

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

    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?

    What Can a Million Dollars Buy You?

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

    The Cost of Procrastination

    Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

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