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 LA Fires Could Change the Insurance Industry
The fires raging in the Los Angeles area could cause as much as $250 billion in economic damage and become one of the worst natural catastrophes the United States has experienced.
How to Know When to Reorder Your Priorities—Ask These 2 Questions
Wisdom pauses, asks more questions, considers, calibrates, compromises, and yes — wisdom changes course.
Are You Overlooking the Most Important Decisions for Preretirees and Retirees?
The retirement industry can better serve their preretiree and retiree clients by guiding them through the most important decisions they face.
Gen Xers are moving south to retirement hot spots — they don’t always love it when they get there
Gen Xers are moving to retirement hot spots for better housing, lower prices, and warmer weather. Census data shows a rise in Gen X movers in Florida, central Texas, north Georgia, and Tennessee. Movers told BI they sought lower costs and taxes but faced high...
How Tax Refunds Work and What You Can Do to Manage Them
Discover the basics of how tax refunds work. Learn strategies for maximizing them and tips on how to use them wisely.
Here to Help: The Most Important Conversation to Have Before You Die
Talking about your advance care directive with your loved ones will make life — and death — easier later on.
Seven Trends in Senior Living for 2025…and Beyond
Seven trends we will see more of in the senior living industry in 2025: aging solo, middle-market focus, longevity and well-being, intergenerational living, memory care and tech.
I became a millionaire at 37. I live modestly, but my wealth still makes it difficult to connect with friends.
Sylvia Kang, 40, is a multimillionaire who lives in the Bay Area. She says her business success and wealth have strained relationships with friends. She now focuses on people with shared hobbies, even if she can't share everything with them.
Stock Market Outlook for 2025: What Investors Can Expect in the First 6 Months
Explore the stock market outlook for the first six months of 2025. Learn key trends, forecasts and insights to help guide your investment decisions.
The China commodities supercycle is over. Will there be another?
Chinese demand for steel and iron ore has finally peaked. The industry hopes the energy transition will spark a new boom, but it will be shaped by geopolitical competition.
Why global bond markets are convulsing
Almost everywhere, government-bond yields are rising fast. Those on ten-year American Treasury bonds are almost 5%. German bunds now offer 2.6%, up from close to 2% in December. Japanese bond yields are climbing. What's going on?
Haters Gonna Hate, Hate, Hate, Hate, Hate, But The Kansas City Chiefs Are Chasing Greatness
Greatness forces introspection. And when forced to look inward, human nature makes it easier to criticize success than to confront hard questions like, Why aren’t we achieving at that level? What are they doing that we’re not? For leaders striving to build...