The Welch Group

Keeping This Year’s New Year’s Resolutions- 12/30/07

Keeping This Year’s New Year’s Resolutions- 12/30/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 12/30/07 Keeping This Year’s New Year’s Resolutions 12/30/07 “Keeping This Year’s New Year’s Resolutions” 12/30/07   How many of you have made a New Year’s resolution only to break it within a few weeks or months?  I […]

Tis the Season of Giving- 12/23/07

Tis the Season of Giving- 12/23/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 12/23/07 Tis the Season of Giving 12/23/07 “Tis the Season of Giving” 12/23/07   No doubt about it, December has everyone in the giving mood.  People are busy buying and exchanging gifts, acknowledging friendships and the love of […]

Real Estate’s Silver Lining- 12/16/07

Real Estate’s Silver Lining- 12/16/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 12/16/07 Real Estate’s Silver Lining 12/16/07 “Real Estate’s Silver Lining” 12/16/07   Open any major publication or tune into any national news program and you’ll be bombarded with negative stories about the real estate housing market in America.  There’s […]

Year End Tax Planning Checklist- 12/9/07

Year End Tax Planning Checklist- 12/9/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 12/9/07 Year End Tax Planning Checklist 12/9/07 “Year-End Tax Planning Checklist” 12/9/07   With 3 weeks remaining in 2007, now is the time to take one final look to see how you can cut your income tax bill.  […]

Some Holiday Giving and Receiving 12/3/2006

Some Holiday Giving and Receiving 12/3/2006 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 12/3/2006 Some Holiday Giving and Receiving 12/3/2006 “Some Holiday Giving & Receiving” 12/3/06   The opening weekend of the holiday season was a smashing success for retailers indicating that consumers are in the mood to open their pocketbooks […]

Medicare Part D Drug Plans Deadline Looms -12/2/07

Medicare Part D Drug Plans Deadline Looms -12/2/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 12/2/07 Medicare Part D Drug Plans Deadline Looms 12/2/07 “Medicare Part D Drug Plans Deadline Looms” 12/2/07   Once again it is the open enrollment period for the 2008 Medicare Part D Drug Plans. If you […]

Tis the Season to be Frugal -11/25/07

Tis the Season to be Frugal -11/25/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 11/25/07 PASTE TITLE HERE 11/25/07 ‘Tis the Season to be Frugal‘ 11/25/07   Thanksgiving marks the beginning of the holiday spending season.  To make sure you don’t overspend this year and end up starting out next year […]

The Hidden Tax You May Owe -11/18/07

The Hidden Tax You May Owe -11/18/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 11/18/07 The Hidden Tax You May Owe 11/18/07 “The Hidden Tax You May Owe” 11/18/07   As many as twenty-five million middle income Americans are likely to feel the pain of a hidden tax in 2007.  The […]

Choosing the Right Financial Planner for Your Needs 11/17/07

Choosing the Right Financial Planner for Your Needs 11/17/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 11/17/07 Choosing the Right Financial Planner for Your Needs 11/17/07 "Choosing the Right Financial Planner for Your Needs" 11/11/07   In last week’s column I reviewed the six steps in the financial planning process.  It […]

What is Financial Planning? 11/4/07

What is Financial Planning? 11/4/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 11/4/07 What is Financial Planning? 11/4/07 “What Is Financial Planning?” 11/04/07   Over the past thirty-plus years the business of financial planning has matured into a mainstream profession.  Today there are more than 56,000 professionals who hold the Certified […]