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The New Face of Financial Scams: Ways to Help Protect Your Money

October 16, 2026

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Medicare IRMAA Surcharges and What to Know

October 5, 2026

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College Football Overreactions: A Lesson for Your Finances

September 18, 2026

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Small Dumplings, Big Money Conversations

September 11, 2026

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Recasting vs. Refinancing: Choosing the Right Path for Your Mortgage

August 26, 2026

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Understanding Your 401(k) Choices: Contributions, Investments, and Risk Management

August 18, 2026

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Navigating the Stock Market: 2026 Mid-Year Review

July 2, 2026

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Caring for Aging Loved Ones: Prevent Financial Exploitation

June 26, 2026

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College Planning Checklist: Financial Steps for Parents

June 18, 2026

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3940 Montclair Road Fifth Floor Birmingham, AL 35213

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About Services Foundation Insights Team

The Welch Group, LLC is a fee-only financial planning and advisory firm serving local, regional, and nationwide clients from Birmingham, Alabama. More information about The Welch Group’s investment advisory services is available in its Form ADV Brochure and/or its Form CRS, both of which are available upon request.

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    • Who We Are
    • Our Process
    • Join Our Team
    • The Welch Group Foundation
    • Services Overview
    • Wealth Management
    • Family Office Services
  • Who We Serve
  • Team
    • All Resources
    • Insights
    • SquareOne Financial Foundations
    • Helpful Links
  • Contact