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
TIPS for Inflation
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
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.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Probate can be a completely public process, or it can be managed to include as little information as possible.
It may help your business be better prepared in the event of the death of a principal or key employee.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Estimate how much you have the potential to earn during your working years.
This calculator demonstrates the power of compound interest.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Why are 401(k) plans, annuities, and IRAs so popular?
What does your home really cost?
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.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.