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401(k) Catch-Up Contribution Changes in 2026: What to Know

January 22, 2026

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New Year Financial Reset: A Checklist for the Season Ahead

January 8, 2026

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12 Year-End Financial Planning Tips: Part 2

December 23, 2025

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12 Year-End Financial Planning Tips: Part 1

December 22, 2025

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Santa Is Coming… to Markets: What Is the Santa Claus Rally?

December 16, 2025

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Financial Lessons from College Football’s Coaching Carousel

December 4, 2025

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50-Year Mortgages: Opportunity or Trap?

November 18, 2025

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“6-7” Year-End Financial Planning Tips for 2025

November 5, 2025

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Key Reminders for Medicare Open Enrollment 2025

October 24, 2025

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The Welch Group, LLC is a fee-only financial planning and advisory firm. We serve local, regional, and nationwide clients from Birmingham, Alabama.

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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