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.
A 67-year-old bodybuilder who started exercising in her 50s shares 4 things she’s learned about getting fit at any age
Marlene Flowers didn't start bodybuilding until she was in her 60s. Now, at 67, she's a fitness influencer and can do 140 push-ups in a row. Being patient and having the right mentality helped her get fit later in life, she said.
How To Choose Someone To Help You Hit Your Financial Goals
You are much more likely to achieve a financial goal when you have an accountability partner. Here is how to choose one.
Gen X, Boomers, 9 Ways To Take Your Retirement For A Test Drive
Gen Xers and young Boomers: Your retirement is up ahead. Here's how to take it for a test drive and reduce the chances that your retirement buy is a lemon.
Growth Stocks. Value Stocks. What Do Those Labels Mean?
The markets have undergone major shifts since the start of the pandemic, with stocks falling in and out of favor as inflation, rising interest rates, and wars in the Middle East and Eastern Europe jolted asset prices with remarkable rapidity. Making bets on a...
The Fed is stuck, and so are stocks
There is now even stronger evidence that the US real economy is growing at an above-trend pace, and inflation is stuck above target.
The Great ‘Vibecession’ Rages Through an $11 Trillion Stock Boom
Consumer confidence remains stubbornly detached from the S&P 500 rally.
Touchdown Tactics: Winning Strategies In Football And Finance
When considering the mechanics of football, it’s not uncommon to draw parallels between the dynamics of the game and the principles of proper financial planning.
Baby Boomers Are Loving the ‘Freedom’ of Renter Life
Generation prefers flexbility of renting a home versus buying
What Is the Invisible Hand in Economics?
The invisible hand is a metaphor for the unseen forces that move the free market economy. Through individual self-interest and freedom of production and consumption, the best interests of society, as a whole, are fulfilled. The constant interplay of individual...
Understanding the Rule of 72: A Key to Investment Growth
The Rule of 72 is a mathematical formula that estimates how long it will take an investment to double in value or to lose half its value. To calculate the Rule of 72, you divide the number 72 by the rate of return of an investment or account. The Rule of 72 can only...
Investing Wisdom And Life Lessons From Blackstone Billionaire Steve Schwarzman
Steve Schwarzman’s guiding philosophy has always been to “go big,” and despite having surpassed $1 trillion in assets, he isn't finished expanding Blackstone.
Credit-Building Apps Can Help Your Finances But Also Have Their Limits
Credit-building apps have boomed over the last few years, with promises of higher scores and longer credit histories. But do these apps really help build your credit?