Be Careful When making Personal Loans 6/17/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 6/17/07 Be Careful When making Personal Loans 6/17/07 “Be Careful When Making Personal Loans” 6/17/07 Having been a financial advisor for over thirty years, I’ve seen just about every imaginable financial twist and turn. Requests for […]
Be Careful When making Personal Loans 6/17/07
Investing in College Real Estate 6/10/07
Investing in College Real Estate 6/10/07 Stewart H. Welch III, CFP, AEP Founder, The Welch Group, LLC 6/10/07 Investing in College Real Estate 6/10/07 “Investing in College Real Estate” 6/10/07 Your son or daughter has just graduated from high school. You almost can’t believe that your child is an adult, heading off to college. […]
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 […]