Welch Financial Planning, LLC

If you’re trying to figure out how to handle your sudden wealth wisely, read our free guide to learn about managing expectations, asking the right questions, and protecting your new wealth from unexpected risks and tax ramifications.

Coming Into Money? Discover 2 Crippling Risks - FREE GUIDE Get Answers You NEED to Propel Your Dreams

One size does not fit all when it comes to managing a windfall of new wealth. And asking someone who isn’t experienced with this kind of money management could propel you in the wrong direction. Read our free guide to discover factors that could help (or hinder) your financial strategy.

Sudden Wealth Coming Your Way? FREE GUIDE Discover Expensive Risks & "Must-Knows" Inside

So, you’ve recently received a windfall of wealth. What now? You’ve got choices you might not have had before to make positive changes to your finances, but you don’t know what you don’t know. Read our free guide to help discover the questions you should be asking to build your ideal financial plan.

Coming Into Money or Sudden Wealth? FREE GUIDE 2 Crippling Risks and 3 Things You MUST Know

Don't miss your chance to access our free investment recovery guide! If after reading you still have questions about your financial situation, schedule a complimentary strategy session with us this summer.

Worried about investment losses? FREE GUIDE Hit reset with "Your Personal Recovery Playbook"!

I have something important to share with you: it is possible to recover from turbulent markets. We can’t use history to predict the future, but difficult economic conditions can provide new investment opportunities for savvy investors to take advantage of. Read our free guide to learn more about recovery strategies.

Your Investor Play-by-Play Recovery Playbook [FREE GUIDE] Discover 3 Urgent Opportunities & 2 Defense Strategies

Don't spend your summer fretting about your investments. Discover three opportunities and two defense strategies in our free guide that could help strengthen your recovery.

[FREE GUIDE] "Your Investment Recovery Playbook" Recovery IS possible. Discover how inside.

There's no question that the ever turbulent market will shift often, with ups and downs hard to track. But in times of uncertainty, having a recovery play in your back pocket can help keep your portfolio in check. Read more in our free guide at the link below:

Need Investment Recovery? [FREE PLAYBOOK] Get your personal recovery play-by-play inside.

When you stop to think about retiring, what’s your initial reaction? Are you excited to take on hobbies and spend extra time with family? Or do you feel like it’ll never happen—whether due to financial restraints or a fear of boredom? Check out our latest blog and start planning your dream retirement.

What Does Your Dream Retirement Look Like? | Welch Financial Planning & Insurance When you stop to think about retiring, what’s your initial reaction? Are you excited to take on hobbies and spend extra time with family? Or do you feel like it’ll never happen—whether due to financial restraints or a fear of boredom? For us, it’s always interesting to see what someone’s f...

Don't miss your last chance to sign up for Passport to Retirement! We'll be covering the most common questions surrounding retirement and make sure you have all the tools you need to navigate your plans. RSVP by 5/12 for you and a guest at the link below: https://www.welchfp.com/classes

Don't forget to sign up for our seminar series, Passport to Retirement, held at the Boulder JCC this May. Your registration includes seats for you and a guest, plus a handy workbook for your notes and questions. Sign up by 5/12 at the link below: https://www.welchfp.com/classes

We are excited to announce our new seminar series, Passport to Retirement, held at Boulder JCC on Tuesdays 5/16 & 5/23 OR Thursdays 5/18 & 5/25 from 6-9 PM. RSVP at the link below by 5/12 to secure spots for you and a guest! https://www.welchfp.com/classes

Don't miss your chance to participate in our Wine, Women and Wealth event. RSVP by April 3rd!

RSVP today to join us at our Wine, Women and Wealth event We'll be tasting some delicious wines, enjoying hors d'oeuvres and learning about how women can maximize their savings potential.

RSVP for our Wine, Women and Wealth event before April 3rd to save your seat. Don't forget to bring a friend!

You're invited to our Wine, Women and Wealth event! Join us to taste some amazing wines and learn how finances impact women directly.

Last chance! Check our handy guide below to see if you qualify for any of these 'hidden' tax savings.

BEFORE You File — 5 *Hidden* Tax-Saving Opportunities Lock in savings before they disappear

RSVP by April 3rd to save your seat!

You're invited to our Wine, Women and Wealth event! Join our clients and friends to taste some show-stopping wines and learn how women can take charge of their savings potential.

Don't forget to check our guide if you'd like to potentially increase your tax savings before you file.

TIME-SENSITIVE: Soon to expire tax savings FREE Guide 5 *Hidden* Tax Savings to Lock In Before You File

Before you file your taxes, check our handy guide to see if you qualify for additional tax savings.

Take action before you file — FREE GUIDE See if you can potentially increase your tax savings

$1M doesn't go as far as it used to, especially these days. Figuring out how long your nest egg will last depends on how and where you live.

How Much Do You Really Need to Retire Comfortably? Plan for the big expenses. Know where nest eggs could last longer.

Is $1M enough to retire on? We get this question often. The answer usually depends on where you choose to retire.

Is $1M Still a Good Retirement Goal? Find out why some say $5M is the new $1M in retirement.

Did you know your $1M nest egg could deplete faster depending on where you're retiring? See where your dream retirement stacks up against the rest.

Where Could a $1M Nest Egg Last the Longest? Here's where retirees could live for 40+ years on $1M.

The economy has been behaving differently than what we typically see, however, I think this recession could be atypical compared to others in the past. Check out our blog linked below to learn more about rolling recessions and what to expect in 2023.

Where do you plan to retire? Depending on the state, you may need more than a $1M nest egg to reach the retirement of your dreams.

How Long Could $1M Last in Retirement? Where could your nest egg last longest?

Welch Financial Planning, LLC is a proud sponsor for an upcoming fundraiser to benefit the Veterans Community Project. This amazing organization is building tiny homes for Veterans in Longmont. Come be part of the solution for the warriors that have sacrificed so much for our freedom. If this appeals to you, please follow the link to purchase tickets to the event.

https://one.bidpal.net/3b/about

Some employer-sponsored life insurance plans end when you leave the company. Investopedia offers intel on why you may need your employer’s policy plus an individual one.

Is Your Employer-Provided Life Insurance Coverage Enough? Employer-provided life insurance is often inexpensive or free, but it may not be enough, and it poses other risks as well.

With a permanent life policy, you receive a guaranteed minimum rate of return on the cash value of your policy and a guaranteed death benefit. Experian breaks down how it works.

Can I Withdraw Money From My Life Insurance? You may be able to extract money from your life insurance policy. However, the ability to tap into the policy’s cash value depends on the type of coverage.

When it comes to insurance, it’s best to lock in a rate when you’re young and healthy because the younger and healthier you are, the less expensive it is to insure you. Value Penguin breaks down the costs.

Average Cost of Life Insurance (2022): Rates by Age, Term and Policy Size A 20-year term life insurance policy costs an average of more than $147 a month. Your rate may vary based on your policy, age and health, among other factors.

Life insurance can help make sure your children are covered financially in the case of your death. Read on for Smart Asset’s reasons to consider life insurance!

Top Ten Reasons to Buy Life Insurance | SmartAsset You may have heard you should get life insurance to protect your family in case you die but there are many other reasons to purchase a policy.

If you own property with someone, what happens if the other person can no longer pay? Learn how life insurance could help in this — and other — scenarios.

Life Insurance Guide to Policies and Companies Life insurance is a contract in which an insurer, in exchange for a premium, guarantees payment to an insured’s beneficiaries when the insured dies.