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.
10 Factors That Affect Life Insurance Premiums
Understanding factors that affect life insurance will help you understand the quotes you’re getting. Some factors you can’t do anything about, like your age. But you may be able to improve other factors and get lower life insurance quotes.
How to Save for Retirement Without a 401(k)
There are other viable methods for saving for retirement
Investing Lessons From The COVID-19 Pandemic
Sometimes life is scary, but during those times, it’s perhaps more important than ever to lean on the tried-and-true fundamentals to weather the storm.
When Stock Prices Drop, Where Is the Money?
Have you ever wondered what happened to your socks when you put them in the dryer and never saw them again? It's an unexplained mystery that may never be solved.
I Specialize in Exit Planning — You Need to Make These 5 Moves Before Selling Your Business
Selling a business in today's competitive market requires strategic foresight and proactive measures. Here are the most important steps to follow.
America’s economy has escaped a hard landing
But there are still pitfalls ahead.
At 76, my dad sent me a ‘financial love letter’ detailing everything to do when he dies. Now, I’m planning the same for my own kids.
The paperwork is not fun, however, having everything set up so your family or other beneficiary knows what to do when you die or become too ill to care for yourself is a true act of love.
The risky economics of living without homeowners insurance
It's called “going bare,” and 12% of American homeowners report doing It. That means if disaster strikes, you are "self-insured" – a fancy way of saying you have no insurance and will have to find the funds to rebuild. Unless you happen to have hundreds of thousands...
4 Vital Strategies To Save, Invest, And Maximize Your Money’s Potential
You may believe that the answer to all of your money problems is more money. While this may be the case from a certain perspective, making more money might actually amplify the behaviors you’re already exhibiting that causes you to believe that way in the first place.
5 Reasons March Madness Is Just Like Investing
The process of filling out a March Madness bracket is like investing because it balances expertise, risk, reward, and future expectations.
How Long Can This Bull Market Last?
The William O’Neil companies closely study market history to derive and constantly update our investment methodology.
Understanding Trust Funds: How They Work and Who They Benefit
A trust fund shelters people's assets from probate and allows them to choose how and when their assets are distributed to their heirs. A trust must be set up as either revocable or irrevocable and have a grantor, at least one beneficiary, and a trustee. Depending on...