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 Protection - Helping you keep together what you’ve worked so hard to put together
- WelshireSM Wealth Management - Four-Step Fiduciary Quality Management System*
- WelshireSM Wealth Services - Transparent, Proactive Service Focused on You
*© fi360, Inc. Used with permission
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
A quick look at how federal income taxes work.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Is your estate in order? This short quiz may help you assess your overall strategy.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential capital gains taxes due on your transactions.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Have you explored all of your choices when it comes to managing your taxable income?
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.
Here are five facts about Social Security that might surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.