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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

    Insuring Your Business With a Buy/Sell Agreement

    Insuring Your Business With a Buy/Sell Agreement

    It may help your business be better prepared in the event of the death of a principal or key employee.

    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.

     

    Do You Owe The AMT?

    If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

    Value vs. Growth Investing

    Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

    A Bucket Plan to Go with Your Bucket List

    Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

    Catch-Up Contributions

    Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

    Mutual Funds vs. ETFs

    Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

    How Income Taxes Work

    A quick look at how federal income taxes work.

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    Comparing Mortgage Terms

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

    Lifetime of Earnings

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

    Should I Buy or Lease an Auto?

    This calculator compares the financial impact of leasing versus buying an automobile.

    Disability Income

    This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

    Taxable vs. Tax-Deferred Savings

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

    Potential Income from an IRA

    Estimate your monthly and annual income from various IRA types.

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    Long-Term-Care Protection Strategies

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

    Managing Your Lifestyle

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

    Retirement Plan Distributions

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

    Principles of Preserving Wealth

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

    5 Smart Investing Principles

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

    5 Smart Investing Strategies

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

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    The Power of Tax-Deferred Growth

    Why are 401(k) plans, annuities, and IRAs so popular?

    The Cost of Procrastination

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

    Should I Invest in Gold?

    Learning more about gold and its history may help you decide whether it has a place in your portfolio.

    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.

    Estate Management 101

    A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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