The Welch Group

Planning for Retirement

More Money in Your Check, Will it Cost You?

100 Rules of Success: Investing Part 4

What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”.  RULE:  Build the Perfect (Trifecta) Retiree Financial Statement.  When you reach retirement, if you had the perfect financial statement, what would it look like?  This is a topic most people never consider.  People tend […]

100 Rules of Success: Investing Part 3

What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”.  RULE:  Special Rule for Retirees (Part 1)- Create an Impenetrable Safety Net.  We’ve already discussed the importance of having cash reserves enough to cover unexpected occurrences (Rule: Avoid the Cardinal Sin of Investing), but […]

2 Strategies Under the New Trump Tax Plan

Trump Tax Plan: Two Strategies for Taxpayers

On December 22, 2017, President Trump signed into law the most wide-sweeping tax reform of the past twenty years…The Tax Cuts & Jobs Act.  Virtually every taxpayer will be affected so I interviewed one of my partners, Michael Wagner, CPA, CFP® about a couple of strategies you can implement to take advantage of the new […]

100 Rules of Success: Investing Part 2

What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”.  Success in Investing Investing does not have to be complicated.  If you’re willing to establish and follow a handful of proven ‘rules of investing’ you can create a successful investment program.  RULE:  Choose the […]

Choosing the Best Investment Environment

100 Rules of Success: Investing for Beginners

What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”.  Success in Investing Investing does not have to be complicated.  If you’re willing to establish and follow a handful of proven ‘rules of investing’ you can create a successful investment program. RULE:  Avoid the […]

100 Rules of Success: Be Younger by Tomorrow- Part 3

What follows is the continuation of success habits that will become part of a book I’m writing, “100 Rules of Success”. Over the past few weeks, we focused on how you can create success in the area of health by eating healthy using a simple eating plan and improve your heart health with an efficient […]