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The Welch Group

Success in Health

100 Rules of Success: Be Younger by Tomorrow

What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”.  SUCCESS IN HEALTH  “A man with good health is a man of 1,000 dreams; A man with poor health is a man with but one dream”. Success is not all about money.  Think back […]

Roth vs Traditional IRAs

What’s Best: Roth or Traditional IRA?

I am often asked which is the smarter investment, a Traditional IRA or a ROTH IRA?  As with so many things, the answer is, “It depends”. In making your decision, let’s look at several key differences in the two retirement plans:  Tax benefits.  One of the primary benefits of investing in a Traditional IRA is […]

Smart Giving for Savvy Money Strategists

Smart Giving for Savvy Money Strategists

As we move into the holiday season we also move into that time of year when a lot of people make gifts to their favorite charities and religious organizations.  Many people simply write a check but there may be a better way to give.  Consider these easy and smart strategies: Smart Giving Strategy #1 The […]

Control Your Money

100 Rules of Success: Control Your Money

What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”.  SUCCESS IN PERSONAL FINANCES  RULE:  Control Your Money Most of us never had a personal finance class in high school or college nor were we taught about money by our parents.  In fact, much […]

Medicare – What You Must Do Right Now

If you are on Medicare, you are facing a quickly approaching deadline and making changes could save you thousands of dollars. My partner, Kimberly Reynolds, MS, CFP® gives tips on how to research and find the best plan for you in 2018. Stewart:  What is the deadline to make changes for 2018? Kimberly: Medicare open […]

100 Rules of Success: Be Your Word