The Welch Group

Trump’s Tax Plan

GOP Tax Bill


Trump Tax Plan: What You Need to Do Right Now

Well, they did it.  The Republicans (alone) passed the most comprehensive rewrite of the income tax code in thirty years (waiting on President Trump to sign into law).  With very little time left in this tax year, here are the things you should consider doing before year-end in order to take full advantage of the […]

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