Financial Planning for the New Year- January 13, 2008 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC January 13, 2008 Financial Planning for the New Year January 13, 2008 Last week I discussed what you should do to prepare your investments for the New Year. Now, let’s take a look at the […]
Financial Planning for the New Year – January 13, 2008
Financial Focus for the New Year – January 6, 2008
Financial Focus for the New Year- January 6, 2008 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC January 6, 2008 Financial Focus for the New Year January 6, 2008 With 2007 behind you and 2008 ahead of you, what should your financial focus be? First, take a moment to assess your financial […]
Keeping This Year’s New Year’s Resolutions- 12/30/07
Keeping This Year’s New Year’s Resolutions- 12/30/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 12/30/07 Keeping This Year’s New Year’s Resolutions 12/30/07 “Keeping This Year’s New Year’s Resolutions” 12/30/07 How many of you have made a New Year’s resolution only to break it within a few weeks or months? I […]
Tis the Season of Giving- 12/23/07
Tis the Season of Giving- 12/23/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 12/23/07 Tis the Season of Giving 12/23/07 “Tis the Season of Giving” 12/23/07 No doubt about it, December has everyone in the giving mood. People are busy buying and exchanging gifts, acknowledging friendships and the love of […]
Real Estate’s Silver Lining- 12/16/07
Real Estate’s Silver Lining- 12/16/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 12/16/07 Real Estate’s Silver Lining 12/16/07 “Real Estate’s Silver Lining” 12/16/07 Open any major publication or tune into any national news program and you’ll be bombarded with negative stories about the real estate housing market in America. There’s […]
Year End Tax Planning Checklist- 12/9/07
Year End Tax Planning Checklist- 12/9/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 12/9/07 Year End Tax Planning Checklist 12/9/07 “Year-End Tax Planning Checklist” 12/9/07 With 3 weeks remaining in 2007, now is the time to take one final look to see how you can cut your income tax bill. […]
Some Holiday Giving and Receiving 12/3/2006
Some Holiday Giving and Receiving 12/3/2006 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 12/3/2006 Some Holiday Giving and Receiving 12/3/2006 “Some Holiday Giving & Receiving” 12/3/06 The opening weekend of the holiday season was a smashing success for retailers indicating that consumers are in the mood to open their […]
Medicare Part D Drug Plans Deadline Looms -12/2/07
Medicare Part D Drug Plans Deadline Looms -12/2/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 12/2/07 Medicare Part D Drug Plans Deadline Looms 12/2/07 “Medicare Part D Drug Plans Deadline Looms” 12/2/07 Once again it is the open enrollment period for the 2008 Medicare Part D Drug Plans. If […]
Tis the Season to be Frugal -11/25/07
Tis the Season to be Frugal -11/25/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 11/25/07 PASTE TITLE HERE 11/25/07 ‘Tis the Season to be Frugal‘ 11/25/07 Thanksgiving marks the beginning of the holiday spending season. To make sure you don’t overspend this year and end up starting out next […]
The Hidden Tax You May Owe -11/18/07
The Hidden Tax You May Owe -11/18/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 11/18/07 The Hidden Tax You May Owe 11/18/07 “The Hidden Tax You May Owe” 11/18/07 As many as twenty-five million middle income Americans are likely to feel the pain of a hidden tax in 2007. The […]