The Welch Group is a fee-only financial planning and advisory firm located in Birmingham, AL and led by Stewart Welch, nationally-recognized and published financial advisor. Visit https://welchgroup.com/ or call 205-879-5001 to set up a free consultation with a financial advisor.
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
Disability Insurance
Disability insurance is a vital component of financial planning and risk management, but it's often misunderstood and overlooked. While Social... Read More
Long Term Care
Understanding Long-Term Care Insurance (LTCI) Long-term care insurance (LTCI) is an insurance policy that specifically covers expenses related to long-term... Read More