Our Thoughts
Our goal is to help families across Alabama and beyond become financially literate and empowered to take control of their finances. Check out our blog for more wealth management tips and information.
Our Commentary
Caring for Aging Loved Ones: Navigating Healthcare Options
Caring for an aging family member can be one of the most rewarding yet challenging experiences. As their care needs...
Read MoreCaring for Aging Loved Ones: Your Guide to Early Preparation
Caring for aging parents or family members is a journey often defined by deep affection and significant responsibility. Many people...
Read MoreDon’t Fill Up on Chips: A Lesson on Opportunity Cost
Have you ever found yourself at a Mexican restaurant, diving into a basket of chips and salsa before your meal...
Read MoreSquareOne Financial Foundations
SquareOne: A Financial Foundations Blog is a personal finance series from The Welch Group created to help provide readers with the foundational knowledge to be purposeful with money by identifying key financial concepts to help the reader control their financial future. Foundation topics include personal savings strategies, debt consolidation and reduction, life planning, retirement planning methods, and beginner essentials of investing and taxes.
The Basics of Long-Term Care Insurance
Understanding Long-Term Care Insurance (LTCI) Long-term care insurance (LTCI) is an insurance policy that specifically covers expenses related to long-term...
Read MoreThe Basics of Disability Insurance: Part 3
How Much Is Needed? There are a few steps you can take to understand how much disability coverage is needed...
Read MoreThe Basics of Disability Insurance: Part 1
Disability insurance is a vital component of financial planning and risk management, but it's often misunderstood and overlooked. While Social...
Read MoreOur Publications
100 TIPS for Creating a Champagne Retirement on a Shoestring Budget
Everyone wants that perfect retirement, but most will fall far short for any number of reasons. What if you could make up some of that lost ground? If you are a millennial or Gen Xer, there are so many small changes you can make that will have a huge impact for you at retirement. If you are a baby boomer or retiree there are many tricks and tips you can use to turn your retirement into an adventure worth living. You can create your own champagne retirement even if you’re on a shoestring budget.
Buy Publication
THINK Like a Self-Made Millionaire: 10 Secrets to Success (Get Rich on Purpose®)
In THINK Like a Self-Made Millionaire: 10 Secrets to Success, learn the success secrets of virtually all self-made millionaires. You’ll pick up proven strategies and action steps to help you achieve sustainable financial freedom, peace of mind, and life success! Through the Get Rich on Purpose® series, America’s Financial Advisor, Stewart H. Welch III, shares the financial expertise and wealth “secrets” he learned while going from an average twenty-something to self-made millionaire before the age of forty. His message is clear: “Everyone has the power to transform themselves and create extraordinary levels of success.”
Buy Publication
J.K. Lasser’s New Rules for Estate and Tax Planning
JK Lasser’s New Rules for Estate, Retirement and Tax Planning is the authoritative guide to estate, retirement and tax planning, fully updated to reflect new changes and legal updates. Written by some of the most recognized experts in the field, this book offers useful planning advice for people of various ages and income levels, including information on retirement planning, trusts, charitable contributions, gifts, life insurance, and wills. In this guide, you’ll find up-to-the-minute facts, valuable insight, and solid strategies to help you preserve your wealth and plan your estate under current tax rules. The helpful companion website provides spreadsheets, tools, and additional reading to help you get organized, while the book’s expert guidance provides the background information you need to prepare properly.
Buy Publication
The Idiot’s Guide to Getting Rich, 3rd Edition
With advice on investing, saving, and money management, the latest edition of this popular guide expands on the habits and strategies that will bring financial success. The authors present succinct and complete information on knowing the wealth index, using the debt pyramid reduction program, hiring financial advisors, and more.
Buy Publication
10 Minute Guide to Personal Finance for Newlyweds
This is the one book all couples should read before they walk down the aisle. Stewart Welch, III offers strategies for planning a wedding without breaking a budget and then guides newlyweds through the maze of setting up a winning financial program from establishing financial goals to buying insurance as husband and wife.
Buy Publication