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


WelshireSM Capital, LLC
Who We Are

Click here to visit our video library.

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

    What If You Get Audited?

    What If You Get Audited?

    The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

    Problems with Probate

    Problems with Probate

    Probate can be a completely public process, or it can be managed to include as little information as possible.

    A Look at Whole Life Insurance

    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.


    Systematic Withdrawals in Retirement

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

    Best Performing Asset Classes

    Bonds may outperform stocks one year only to have stocks rebound the next.

    The Business Cycle

    Understanding the economy's cycles can help put current business conditions in better perspective.

    Put It in a Letter

    A letter of instructions provides additional and more personal information regarding your estate.

    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.

    Asset Allocation

    Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

    View all articles arrow

    What Is My Life Expectancy?

    Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

    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.

    Long-Term-Care Needs

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

    Tax Freedom Day

    Assess how many days you'll work to pay your federal tax liability.

    Taxable vs. Tax-Deferred Savings

    Use this calculator to compare the future value of investments with different tax consequences.

    Historical Inflation

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

    View all calculators arrow

    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.

    Investment Strategies for Retirement

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

    Tax Management Strategies

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

    Managing Your Lifestyle

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

    Long-Term-Care Protection Strategies

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

    View all presentations arrow

    Making Your Tax Bracket Work

    Have you explored all of your choices when it comes to managing your taxable income?

    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.

    The Other Sure Thing

    Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

    When Do You Need a Will?

    When do you need a will? The answer is easy: right now.

    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.

    View all videos arrow