Category: Our Commentary

Retirement Catch-Up-Part II 1/21/07

Retirement Catch-Up-Part II 1/21/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 1/21/07 Retirement Catch-Up-Part II 1/21/07 “Retirement Catch-Up- Part II” 1/21/07   Last week I led you through a simple process to help you determine if you are on track with your savings for retirement.  If you completed the exercise, you […]

Retirement Catch-Up Part 1 1/14/07

Retirement Catch-Up Part 1 1/14/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 1/14/07 Retirement Catch-Up Part 1 1/14/07 “Retirement Catch-up Part I” 1/14/07   The start of the New Year is a great time to assess how you are tracking towards your retirement goals.  This is particularly true if you intend […]

Invest for Success in 2007 1/7/07

Invest for Success in 2007 1/7/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 1/7/07 Invest for Success in 2007 1/7/07 “Invest for Success in 2007” 1/7/07   2006 closed out the year with impressive returns for all the major stock indexes.  The Dow Jones Industrials broke its own record twenty-two times […]

Make 2007 Your Best Year Ever 12/31/06

Make 2007 Your Best Year Ever 12/31/06 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 12/31/06 Make 2007 Your Best Year Ever 12/31/06 “Make 2007 Your Best Year Ever!” 12/31/06   Last week, I extolled the value of listing the successes of the past year as well as taking time to count […]

The Christmas Gift 12/24/06

The Christmas Gift 12/24/06 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 12/24/06 The Christmas Gift 12/24/06 “The Christmas Gift” 12/24/06   Tomorrow is one of the most important days of the year for people of the Christian faith as we celebrate the birth of Jesus Christ and His ultimate gift of […]

The Heart of Christmas on a Shoestring Budget 12/17/06

The Heart of Christmas on a Shoestring Budget 12/17/06 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 12/17/06 The Heart of Christmas on a Shoestring Budget 12/17/06   “The Heart of Christmas on a Shoestring Budget” 12/17/06 With only a few days left until Christmas, you’re probably busy with last minute shopping.  […]

Drop Dead Deadlines 12/10/2006

Drop Dead Deadlines 12/10/2006 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC Drop Dead Deadlines 12/10/2006 Drop Dead Deadlines 12/10/2006 “Drop Dead Deadlines” 12/10/06   Whether you plan to establish a retirement plan, grab some last minute tax deductions or make gifts to charities, you’ll want to make sure to meet the […]

A New Strategy for Roth IRAs 11/26/06

A New Strategy for Roth IRAs 11/26/06 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC A New Strategy for Roth IRAs 11/26/06 A New Strategy for Roth IRAs 11/26/06 “A New Strategy for Roth IRAs” 11/26/06   In this final installment of my series on IRAs, I’ll discuss the various rules that […]

Nightmares of Inherited IRAs

“Nightmares of Inherited IRAs” 11/19/06   Last week, I discussed year end planning steps if you are over age 70 ½ and have one or more retirement accounts.  But, what must you do if you have inherited an IRA?  Depending on the circumstances, the rules are equally complex and the penalties for not following the […]

Over Age 70? Avoid These IRA Mistakes!

“Over Age 70? Avoid These IRA Mistakes!” 11/12/06   Last week, I discussed some of the tax advantages of using your IRA for charitable gifting.  This week, I’ll focus on IRA planning that needs to be done now in order to avoid costly penalties of missed deadlines.  I am currently working with a client whose […]