The CP Welde Group

The CP Welde Group Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from The CP Welde Group, Financial service, 330 Kennett Pike, Suite 201, Chadds Ford, PA.

Does retirement planning give you a headache? 💊💊 Take two aspirin and join us for Reengineering Your Retirement Plan!We’...
09/11/2026

Does retirement planning give you a headache?

đź’Šđź’Š Take two aspirin and join us for Reengineering Your Retirement Plan!

We’ll cover:
âś… Why a $1M+ portfolio is still not a retirement plan
âś… Ways to keep unmanaged taxes from draining your retirement income
âś… Strategies for preserving and passing on your wealth the way you want

đź“Ť Teca Newtown Square
đź“… Tuesday, September 29th
🕡 6:15 – 8:00 p.m.
🍝 Dinner included, RSVP required
✨ Free gift for all attendees (quantities limited)

Click here to save your seat: https://bit.ly/3V2zCL0

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Should conservative investors take on more risk? Do rental property mortgages need to be paid off? What's next after max...
08/31/2026

Should conservative investors take on more risk? Do rental property mortgages need to be paid off? What's next after maxing out your retirement accounts?

In this episode of Re-Engineering Your Finances, Charles tackles a full mailbag: pension vs. lump sum rollovers, a couple with big raises and nowhere left to save, and the smartest financial moves for a new grandchild.

🔊 Listen here: https://bit.ly/45fBCl5

Coming up — should conservative investors take on more risk? If you own rental properties, do you actually need to pay off the mortgages? We've got a couple with big raises who've maxed out their retirement options and need to know what's next, plus pension vs. lump sum rollover, and the smartest ...

Here's something many retirement plans don't account for: the decisions that look like healthcare decisions are often fi...
08/28/2026

Here's something many retirement plans don't account for: the decisions that look like healthcare decisions are often financial planning decisions in disguise.

IRMAA thresholds, Medicare plan structure, long-term care timing: each one touches income sequencing, Roth conversion strategy, and what you ultimately leave behind. Waiting until a health event forces the conversation is the most expensive way to go about it.

Our latest blog takes a closer look: https://bit.ly/4hALZYc

The Medicare plan you choose at 65 can matter more than the premium. See how high-net-worth retirees protect against the real cost of a health event.

Is the risk in your plan still right for your life right now?In this episode of Re-Engineering Your Finances, Charles br...
08/19/2026

Is the risk in your plan still right for your life right now?

In this episode of Re-Engineering Your Finances, Charles breaks down three stages of the financial journey, and at each one, three types of people taking very different approaches to risk.

🔊 Give it a listen: https://bit.ly/4wgcNR0

Risk is unavoidable — the only question is whether the risk you're taking actually makes sense for where you are in life. Today we're looking at three stages of the financial journey, and at each one we've got three types of people with three very different approaches. Important Links: Website: ht...

Is the risk in your plan still right for your life right now?In this episode of Re-Engineering Your Finances, Charles br...
08/17/2026

Is the risk in your plan still right for your life right now?

In this episode of Re-Engineering Your Finances, Charles breaks down three stages of the financial journey, and at each one, three types of people taking very different approaches to risk.

🔊 Give it a listen: https://bit.ly/44NXKmx

Risk is unavoidable — the only question is whether the risk you're taking actually makes sense for where you are in life. Today we're looking at three stages of the financial journey, and at each one we've got three types of people with three very different approaches. Important Links: Website: ht...

Working with a financial advisor is so much more than just picking investments. In this episode of Re-Engineering Your F...
07/27/2026

Working with a financial advisor is so much more than just picking investments.

In this episode of Re-Engineering Your Finances, Charles walks through what the holistic wealth management experience actually looks like, from your first conversation to ongoing guidance, so you know exactly what to expect before you ever sit down with us.

🎙️Hear more: https://bit.ly/4vWm7tY

A lot of people think working with a financial advisor is just about picking investments. But a great planning experience is much more than that. Today, we’re walking through what it actually feels like to work with a firm—from the first conversation to ongoing guidance—so you know what to exp...

Many adult children who inherit a traditional IRA now have just 10 years to empty it, which can force taxable withdrawal...
07/23/2026

Many adult children who inherit a traditional IRA now have just 10 years to empty it, which can force taxable withdrawals during their potentially highest-earning years.

Our latest blog explains 3 major IRA tax risks families should know: https://bit.ly/4vY7SVr

Traditional IRAs may create tax issues for you, your spouse, and your heirs. Here’s what high-net-worth families should know about RMDs and inherited IRA rules.

Graduation season just wrapped, and it's got us thinking: if the School of Financial Planning had a yearbook, which stra...
07/19/2026

Graduation season just wrapped, and it's got us thinking: if the School of Financial Planning had a yearbook, which strategies would win which superlatives?

Most Likely to Succeed, Most Popular, Most Underrated…tune in to hear the results! 🎧 https://bit.ly/4vAGR9H

Graduation season is wrapping up… caps, gowns, and yearbooks full of superlatives like “Most Likely to Succeed” or “Most Popular.” So today, we’re having a little fun. Imagine you’re on the yearbook committee at the School of Financial Planning. Which tools and strategies win each cate...

Traditional IRAs are commonly thought of as strong retirement assets.But without a plan, they can also become hefty futu...
07/14/2026

Traditional IRAs are commonly thought of as strong retirement assets.

But without a plan, they can also become hefty future tax bills for you, your surviving spouse, and your children.

My latest blog breaks down 3 tax problems of traditional IRAs worth understanding: https://bit.ly/4vY7SVr

Traditional IRAs may create tax issues for you, your spouse, and your heirs. Here’s what high-net-worth families should know about RMDs and inherited IRA rules.

The timing of a market downturn can matter a lot more in retirement than it did while you were building wealth.If a down...
07/06/2026

The timing of a market downturn can matter a lot more in retirement than it did while you were building wealth.

If a downturn hits early in retirement, while you are already drawing income from your portfolio, the damage can outlast the recovery. It is one of the most consequential risks high-net-worth families face, and one of the least discussed.

This piece walks through what you can do about it.

Read it here: https://bit.ly/44GN9td

Are annuities worth considering for retirement? A balanced look at where annuities may fit within a high-net-worth retirement income plan.

Address

330 Kennett Pike, Suite 201
Chadds Ford, PA
19317

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 10am - 1pm

Telephone

+16103887705

Website

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