The Welch Group

Reaching Your Full Potential

Goals for the New Year

Few of us take the time to stop and take stock of our lives but if you take a moment to reflect, you will find that you, in fact, accomplished quite a lot this past year. But did you achieve your full potential?  Like many people, you probably have not.  It’s likely that your full […]

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