The CP Welde Group

05/28/2026

A new government-backed savings account for kids is set to launch July 4th, with a $1,000 government seed contribution for eligible children born between 2025 and 2028.

Sounds like a great deal—but is a Trump Account actually the best choice for your family, or could a 529 or custodial account be a better fit?

In this month’s blog post, Charles breaks down the method and the math of Trump Accounts: how they work, what tradeoffs to consider, and why the long-term growth potential might be worth paying attention to.

Read more: https://bit.ly/3R4raJh

05/25/2026

Many business owners have most of their wealth tied up in their business. But a future sale is not a guaranteed retirement plan, and treating it like one can leave you with fewer options than you expected.

This piece from our partners at Prosperity Capital Advisors explains how to effectively coordinate your business and personal financial plans, and why starting that conversation early can meaningfully change what’s possible.

Read it here: https://bit.ly/3P68s3w

Many business owners start succession planning too late. Here is what to do in the 5 to 10 years before a sale, from valuations and entity structure to tax positioning and personal retirement planning.

05/19/2026

Too much company stock? Inherited IRA confusion? No clue what your tax bill looks like in year one of retirement?

In this episode of Re-Engineering Your Finances, Charles tackles common and complex retirement questions that need clear, complete answers.

No fluff, no agenda, just straight talk on decisions that move the needle.

🎧 Listen now: https://bit.ly/4cnAgJt

05/14/2026

Succession planning is one of those things business owners know they should do eventually. The problem is that for many, eventually usually comes too late.

The financial and structural preparations that determine how much you walk away with take years to put in place. Our partners at Prosperity Capital Advisors break down what to do in the 5 to 10 years before a sale or transition to help you make the most of it.

Read it here: https://bit.ly/4tEkM9k

Many business owners start succession planning too late. Here is what to do in the 5 to 10 years before a sale, from valuations and entity structure to tax positioning and personal retirement planning.

05/11/2026

Easter's over, but your financial basket shouldn't be empty. 🐰

In this fun episode of Re-Engineering Your Finances, we match your favorite Easter candies to the tools and products that can help you build a solid* retirement plan.
(*unlike many chocolate bunnies)

Are you Team Peeps or Team Cadbury Mini Eggs? Either way, there’s something in here for everyone.

Hop to it: https://bit.ly/4cxniaM

04/23/2026

This life insurance question seems simple, but the answer is anything but.

Especially if you’re in your 50s.

In this episode of Re-Engineering Your Finances, Charles walks through all three: https://c2pe.info/41xUDNB

04/20/2026

If you’ve been meaning to feel more confident about retirement planning but aren’t sure where to begin…let’s start with dinner. 💛🍝

Join us for Reengineering Your Retirement Plan, an educational soiree designed to help you cut through confusion and prepare for retirement the smart way.

We’ll cover:

✓ Why having $1M+ saved for retirement may not be enough without a plan

✓ Proven strategies to help you avoid overpaying in taxes and keep more of your money

✓ Ways to help ensure your wealth goes where you want it to go when you’re gone

📍 Teca Newtown Square
📅 Tuesday, April 28
🕡 6:15 – 8:00 p.m.
✨ Free gift for all attendees (quantities limited)

Get on the guest list: https://bit.ly/480B0Sc

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04/17/2026

High-net-worth households tend to have more to coordinate in retirement:

👉 More account types
👉 More tax exposure
👉 More sophisticated legacy goals

…and a timeline that may stretch 30 years or longer, just to name a few.

Planning for all of it requires a different approach.

✍️ In our latest blog, we break down what adaptive retirement planning for that level of complexity might look like: [LINK]

04/14/2026

Does retirement planning give you a headache?

💊💊 Take two aspirin and join us for Reengineering Your Retirement Plan

We’ll cover:

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

📍 Teca Newtown Square
📅 Tuesday, April 28
🕡 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/480B0Sc

04/10/2026

Taxes don’t retire when you do.

In fact, for many new retirees, that’s when the surprises start.
In this episode of Re-Engineering Your Finances, Charles turns a critical eye toward the ‘most common’ tax mistakes among new retirees vs. how common they really are.

Give it a listen: https://bit.ly/3Py9gOt