A clear picture of the impact our services can have on your financial future.
WBC utilizes the Two Economic Powers™ approach in personal planning. This approach identifies and incorporates the foundational powers of personal finance that were always meant to work together in proper balance for efficient accumulation and distribution of money.
To help ensure you continue to achieve your goals in the next stage of your life, our personalized approach to retirement planning incorporates
- Income distribution planning
- Investment management strategies
- Social Security filing options analysis and education
- Health care planning
- Long-term care planning
- Estate planning and risk management
Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney, and/or CPA. Consult them for specific advice on legal and tax matters.
Money and Baseball: How to Strategize your Money Life
As a lifelong Yankees fan, I have watched and read with interest the various moves and speculation about the potential moves, signings, and their implications. When it comes to your money life, there is also a vast number of variables that impact your chances of...
Secret home listings are about to skyrocket
New rules for real estate agents will change how people see home listings. You won't like what they decided.
Can You Safely Withdraw 5% in Retirement? A New Twist in the Debate
Is it time to throw out the 4% rule and give your retirement paycheck a raise? Can retirees withdraw 5% annually and still sleep well at night?
Here’s Why Gen X Can’t Rely on the Great Wealth Transfer for Retirement
High living costs, extended retirement years, and competing financial obligations mean Gen X cannot rely on inheritance alone for retirement security.
Learn From Rupert Murdoch’s Errors — Create a Succession Plan Today to Protect Your Company’s Legacy
Business owners can learn from the Murdoch family's disputes and power struggles and discover how effective succession planning could have prevented these issues.
Workers Saving Less, Dipping Into Retirement Due to Economic Pressures, Survey Says
Economic pressures are making it difficult for some workers to continue their saving habits. As inflation increases the cost of living, 72% have said they have taken measures to address the financial strain, and 56% are still recovering financially from the pandemic,...
The New Retirement Vision Is Not Really Retiring, Survey Says
That old retirement image of Adirondack chairs on a lake is rapidly being replaced by one of swivel chairs facing a desk.
How May Tariffs Affect the Stock Market and Your Investments?
How do tariffs affect your portfolio? Explore the relationship between trade policy, the stock market, and investment strategies.
How Startups Can Creatively Signal Trust in Their Product Messaging
With all of the options customers have today, startups must leverage creative messaging to signal trust and stand out from the competition. Here's how.
Why Retirees Can Smile Through a Recession Storm
There’s talk of dark clouds looming on the economic horizon. If you’re retired, that may be the best news you’ve heard today.
Skate To The Where The Puck Is Going…AI
Leaders need to become AI native given that is where the puck is headed
In a year of turmoil, diversification is paying off for investors
Diversification is a proven way of spreading exposures to boost risk-adjusted returns over long periods of time.