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.
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‘Outdated and misleading’: is it time to reassess the very concept of money?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.
Why Do People Hate Inflation? New Research Uncovers Key Attitudes
Despite an otherwise robust recovery, inflation still ranks high on everyone’s list of economic concerns, and because of this, people overwhelmingly rank "strengthening the economy” as their top concern.
Americans Are Buying Cheaper Cars
Affordable is winning with compact sedans, SUVs in favor. Industry has maintained demand despite higher auto loan rates
Economic Indicators That Help Predict Market Trends
Economists typically group macroeconomic statistics under one of three headings—leading, lagging, or coincident. That means they're viewed through the windshield, the rear-view mirror, or the side window.
Should investors keep riding the US markets runaway train?
The runaway train that is the US stock market has now been rattling along so far and so fast that some investors are wondering whether they can hop off without breaking a limb.