Our Commentary

Long Term Care Insurance-The Anti-Nursing Home Solution, Part II 6/3/07

Long Term Care Insurance-The Anti-Nursing Home Solution, Part II 6/3/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 6/3/07 Long Term Care Insurance-The Anti-Nursing Home Solution, Part II 6/3/07 “Long Term Care Insurance- The Anti-Nursing Home Solution, Part II” 6/3/07   Last week, we began our discussion of long-term care insurance as […]

Long Term Care Insurance-The Anti-Nursing Home Solution, Part I 5/27/07

Long Term Care Insurance-The Anti-Nursing Home Solution, Part I 5/27/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 5/27/07 Long Term Care Insurance-The Anti-Nursing Home Solution, Part I 5/27/07   “Long-Term Care Insurance- The Anti-Nursing Home Solution- Part I” 5/27/07 Many of the 80 million Baby Boomers heading toward retirement now see […]

Personal Umbrella Insurance-Bullet Proofing Your Assets 5/20/07

Personal Umbrella Insurance-Bullet Proofing Your Assets 5/20/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 5/20/07 Personal Umbrella Insurance-Bullet Proofing Your Assets 5/20/07   “Personal Umbrella Insurance- Bullet Proofing Your Assets” 5/20/07 Over the past few weeks, I have discussed the importance of having adequate homeowner’s and auto insurance.  However, even the […]

Auto Insurance-Cutting Costs, Not Coverage 5/13/07

 Auto Insurance-Cutting Costs, Not Coverage 5/13/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 5/13/07 Auto Insurance-Cutting Costs, Not Coverage 5/13/07   “Auto Insurance- Cutting Costs, Not Coverage” 5/13/07 As the State of Alabama homepage cites, in Alabama it is illegal to drive a car without auto insurance.  Still, studies suggest […]

Homeowners Insurance-Getting the Right Coverage at the Right Price 5/6/07

Homeowners Insurance-Getting the Right Coverage at the Right Price 5/6/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 5/6/07 Homeowners Insurance-Getting the Right Coverage at the Right Price 5/6/07   “Homeowners Insurance- Getting the Right Coverage at the Right Price” 5/6/07 As part of our continuing series on core financial planning, this […]

Have You Protected Your Most Important Asset? 4/29/07

Have You Protected Your Most Important Asset? 4/29/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 4/29/07 Have You Protected Your Most Important Asset? 4/29/07 “Have You Protected Your Most Important Asset?” 4/29/07   Perhaps the most often overlooked insurance coverage is disability income coverage.  However, this should be a key concern […]

Health Insurance Part II 4/22/07

Health Insurance Part II 4/22/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 4/22/07 Health Insurance Part II 4/22/07 “Health Insurance Part II” 4/22/07   Last week, I discussed health insurance options for non-retirees. This week, I will focus on retirees and their Medicare choices. Over the past few years, Medicare has […]

Health Insurance Part I 4/15/07

Health Insurance Part I 4/15/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 4/15/07 Health Insurance Part I 4/15/07 “Health Insurance Part I” 4/15/07   Health insurance is a vital part of an individual’s financial plan. Being caught without health insurance can devastate your finances and ultimately, your retirement. Therefore, you must […]

Life Insurance-How Much and What Kind Do I Need? 4/8/07

Life Insurance-How Much and What Kind Do I Need? 4/8/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 4/8/07 Life Insurance-How Much and What Kind Do I Need? 4/8/07 “Life Insurance- How Much and What Kind Do I Need?” 4/8/07   This week, I start a series of discussions around the core […]

The Core of Financial Planning 4/1/07

The Core of Financial Planning 4/1/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 4/1/07 The Core of Financial Planning 4/1/07 “The Core of Financial Planning “ 4/1/07   When people discuss financial planning, the conversation usually centers on investing, planning for children’s education, retirement planning and perhaps, wills.  The step-child of […]