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.
3 things that surprised me about going from owning a home to renting
Don't rush into homeownership thinking it's the only way to build wealth.
3 Ways To Trick Your Brain Into Making Important Financial Decisions
It is no secret that we avoid making financial decisions, even when it’s not in our own best interest. You only need to look at the latest trends in household savings rates, or evaluate retirement plan participation rates.
U.K. stocks may finally be back in fashion
London’s FTSE-100 hit a record high on Tuesday, raising hopes that Britain’s stock market might finally be shaking off years of underperformance as investors look for bargains and UK growth picks up.
Bond Markets Are the New Stock Markets
Matt Levine's take on bond electronification, the private secondary market, Bill Hwang’s motives and Hunterbrook’s music section.
The Augusta Rule Can Help You Save Money If You Can Master The Rules
The section 280A exclusion, often called the Augusta Rule in a nod to the Masters, can help taxpayers avoid tax on short-term rentals and possibly, save money.
Here’s What It Will Take To Lower Inflation And Cut Interest Rates
Expectations on interest rate cuts are being dialed back as 2024 inflation data has exceeded expectations. Here's what could change that.
Death Of The American Abroad: Untangling U.S. Tax Across Borders
Understanding the numerous U.S. tax implications at death of an American citizen overseas can help navigate the complexities of handling estates with international ties.
I asked a financial planner what I should know about getting earthquake insurance
If much of your assets are tied into a home, it might be worth considering earthquake insurance.
‘Outdated and misleading’: is it time to reassess the very concept of money?
Money is regularly created and destroyed – and economic models that don’t reflect that fact are not even slightly useful.
Study Shows Almost Half Of All Cars Are Driven With Warning Lights On
Here’s what it costs to have the 10 most common ”Check Engine” ailments repaired.
Why Don’t We Do What We Know We Should Do With Our Money?
Living a successful life is less about knowing what to do and more about doing what we know.
5 things that are hard to get even if you’re pretty rich
Wealth can't buy everything — even some things that have a price tag. Some brands require luck, loyalty, and resolve before you can secure one of their status symbols. Unless you're a notable billionaire, money alone can't grant you a membership at Augusta National.