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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

    Caring for Aging Parents

    Caring for Aging Parents

    As our nation ages, many Americans are turning their attention to caring for aging parents.

    Rightsizing for Retirement

    Rightsizing for Retirement

    What does your home really cost?

    Understanding Marginal Income Tax Brackets

    Understanding Marginal Income Tax Brackets

    An inside look at how marginal income tax brackets work.

     

    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.

    Critical Estate Documents

    Sound estate management includes creating financial and healthcare documents. Here's an inside look.

    Putting a Price Tag On Your Health

    Being healthy not only makes you feel good, it may also help you financially.

    Problems with Probate

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

    The Cost of Procrastination

    Don't let procrastination keep you from pursuing your financial dreams and goals.

    Systematic Withdrawals in Retirement

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

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    Comparing Investments

    This calculator compares the net gain of a taxable investment versus a tax-favored one.

    My Retirement Savings

    Estimate how long your retirement savings may last using various monthly cash flow rates.

    Should I Buy or Lease an Auto?

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

    Interested in a Fuel Efficient Car?

    Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

    Bi-Weekly Payments

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

    Estimate Your RMD

    Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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    Investment Strategies for Retirement

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

    Retirement Plan Distributions

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

    An Inside Look at Retirement Living

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

    Tax Management Strategies

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

    5 Smart Investing Strategies

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

    Your Cash Flow Statement

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

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    The Other Sure Thing

    Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

    Rightsizing for Retirement

    What does your home really cost?

    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.

    The Power of Tax-Deferred Growth

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

    Choosing a Mortgage

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

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