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.
Loanable Funds: What They Are, How They Work
Loanable funds are a big part of how money moves through our economy, representing the availability of capital for investment. Loanable funds include all forms of credit, such as loans (personal, business, etc.) and savings deposits. They are made available for...
After our buyer backed out at the last minute, we reframed our house-selling strategy in 4 ways
The author and her husband were ready to sell their home — then their buyer backed out due to an interest-rate hike. They had to become flexible. They got a new Realtor, considered new loans, and worked with a buyer. They learned that selling a home is possible at any...
These Were the 2 Most Popular Retirement Cities in the U.S. in 2024, According to Zillow Data
Viva Las Vegas?
3 retirees on their biggest fears in the year leading up to retirement, and which of them actually mattered
Money is a big concern for a lot of retirees, but there are fears that go deeper than that. One of the biggest concerns for retirees is what their retirement will mean for the people close to them.
What To Do When Rates Won’t Drop In 2025
These three fintech solutions are expected to rise in prominence amid the prolonged high interest rate environment in 2025.
2025 Outlook: Five Trends That Will Impact The Economy And Markets
Five trends will impact the U.S. economy and financial markets in 2025, including jobs, consumption, growth, inflation, and interest rates.
Doom Loop: Definition, Causes, and Examples
In economics, a doom loop describes a situation in which one negative economic condition creates a second negative condition, which in turn creates a third negative condition or reinforces the first, resulting in a downward spiral.
Worried About Market Turmoil Under Trump? Look to the Past.
New York Times readers had concerns that President-elect Trump’s policy agenda will unsettle stocks. If you’re tempted to make big portfolio moves, revisit 2020.
Wall Street’s complex debt bonanza hits fastest pace since 2007
The boom in complex — and often riskier — deals highlights how buoyant markets and persistent US economic strength are allowing bankers to sell more esoteric products to investors keen to lock in high fixed returns.
Why Should I Consider Investing?
The Importance of Investing at Any Age
The 12 Days or Books of Christmas: Investment Advice For This Holiday Season
This holiday season, consider giving a gift that could last a lifetime: the gift of financial wisdom. 12 Investment Books for every season to create wealth and happiness.
New eras, same bubbles: the forgotten lessons of history
With US equities at record valuation peaks, investors should re-examine their risk appetite.