Tax Stimulus Plan- What it Means to You – February 17, 2008 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC February 17, 2008 Tax Stimulus Plan- What it Means to You February 17, 2008 The big news story this past week was President Bush’s signing of the economic stimulus bill. In a […]
Tax Stimulus Plan- What it Means to You – February 17, 2008
One Document Every Adult Should Have – February 10, 2008
One Document Every Adult Should Have- February 10, 2008 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC February 10, 2008 One Document Every Adult Should Have February 10, 2008 Picture this. You handle the family’s finances and pay all the family bills. In addition, you own a small business. Among the […]
When Should You Begin Taking Social Security Benefits? – February 3, 2008
When Should You Begin Taking Social Security Benefits?- February 3, 2008 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC February 3, 2008 When Should You Begin Taking Social Security Benefits? February 3, 2008 As a financial advisor who works with a large number of retirees and pre-retirees, I am often asked whether […]
Stock Market Money Rules – January 27, 2008
Stock Market Money Rules- January 27, 2008 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC January 27, 2008 Stock Market Money Rules January 27, 2008 The recent stock market volatility has placed an exclamation point on the need for everyone to establish their own set of ‘Money Rules’. Here’s the backdrop: The […]
Saving for College – January 20, 2008
Saving for College- January 20, 2008 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC January 20, 2008 Saving for College January 20, 2008 There’s no doubt that paying for your child’s college education is a scary proposition for most people. The average costs of tuition and fees for one year exceed $23,700 […]
Financial Planning for the New Year – January 13, 2008
Financial Planning for the New Year- January 13, 2008 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC January 13, 2008 Financial Planning for the New Year January 13, 2008 Last week I discussed what you should do to prepare your investments for the New Year. Now, let’s take a look at the […]
Financial Focus for the New Year – January 6, 2008
Financial Focus for the New Year- January 6, 2008 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC January 6, 2008 Financial Focus for the New Year January 6, 2008 With 2007 behind you and 2008 ahead of you, what should your financial focus be? First, take a moment to assess your financial […]