The CP Welde Group
Charles Welde is the founder of The CP Welde Group, a tax and wealth advisory firm. He and his team bring specialized knowledge and genuine enthusiasm in creating strategies that integrate investments, taxes, and estate planning into one holistic financial plan. Utilizing The Bucket Plan® Process, Charles and his team help clients achieve better retirement outcomes. In a world that is market–focused and performance–driven, The CP Welde Group focuses attention on your date–specific and dollar–specific goals so that you can have a bigger impact on your family, friends, and the causes you believe in.
Featured Contributions
Who’s Afraid of a Market Decline?
Dalbar, Inc is an independent financial services research firm that has been analyzing investor behavior…
Would You Leave a Friend Standing in the Rain?
How would you answer this question – would you leave a friend standing in the…
The Five Pillars of Holistic Wealth Management
The five pillars of holistic wealth management are all equally important in helping you achieve…
We LOVE Volatility
Historically, the stock market declines about one year out of four. Another way of looking…
Tax-Efficient Investing
Tax-efficient investing is the process of repositioning your investment portfolio into pre-tax, post-tax and tax-advantaged…
Understanding Permanent Life Insurance
More Americans are turning to cash-value life insurance as a way to add tax-diversification to…
3 Ways to Generate Cash Flow in Retirement
Let’s assume that you and your spouse are ready to retire at age 67 with…
The Pyramid of Risk
Have you ever heard of The Pyramid of Risk? It helps categorize investments from low-risk…
Add The Bucket Plan® to Your Bucket List
What is The Bucket Plan®? The Bucket Plan® is a holistic financial planning process that…
How Much Will You Need?
How much money do you think you’ll need to retire comfortably? This is an important question that nearly everyone needs to address. How do you estimate how much money you’ll need to retire comfortably?