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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

    Ready for Retirement?

    Ready for Retirement?

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

    Exit Strategies of the Rich and Famous

    Exit Strategies of the Rich and Famous

    Estate conservation is too important to put off. Do you have a smart exit strategy?

    How to Make the Tax Code Work for You

    How to Make the Tax Code Work for You

    When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

     

    9 Facts About Social Security

    There are things about Social Security that might surprise you.

    The Business Cycle

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

    What Is a Stretch IRA?

    If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

    What to Look for in Personal Finance Apps

    An increasing number have been developed to help individuals with their personal finances.

    Where Will Your Retirement Money Come From?

    Retirement income may come from a variety of sources. Here's an overview of the six main sources.

    Split Annuity Strategy

    Here's one strategy that combines two different annuities to generate income and rebuild principal.

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    Home Mortgage Deduction

    Use this calculator to assess the potential benefits of a home mortgage deduction.

    Potential Income from an IRA

    Estimate your monthly and annual income from various IRA types.

    Roth 401(k) vs. Traditional 401(k)

    This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

    Bi-Weekly Payments

    This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

    Comparing Mortgage Terms

    Estimate the total cost in today's dollars of various mortgage alternatives.

    Can I Refinance My Mortgage?

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

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    Long-Term-Care Protection Strategies

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

    An Inside Look at Retirement Living

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

    Retirement Plan Distributions

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

    Your Cash Flow Statement

    A presentation about managing money: using it, saving it, and even getting credit.

    5 Smart Investing Strategies

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

    Investment Strategies for Retirement

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

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    The Cost of Procrastination

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

    Events on Wall Street

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

    Choosing a Mortgage

    Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

    Charitable Giving: Smart from the Heart

    Do you have causes that you want to support with donations? Here are three tips.

    To Buy or Not to Buy

    The decision whether to buy or rent a home may have long-term implications.

    The Other Sure Thing

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

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