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.
Why investors should be wary of ‘mergers of equals’
Stock price of combined company tends to underperform after deals.
What Is a Tax Return, and How Long Must You Keep Them?
A tax return is a documentation filed with a tax authority that reports income, expenses, and other relevant financial information. On tax returns, taxpayers calculate their tax liability, schedule tax payments, or request refunds for the overpayment of taxes. In most...
9 Financial Mistakes To Avoid In Your 20s And 30s
Young adults can set themselves up for economic success by avoiding common financial missteps young adults make as early as possible.
The Safest Cars Of 2024—Hyundai, Toyota And Mazda Among IIHS Picks
More than 70 2024 model year vehicles have been recognized for their safety benefits in a new ranking.
American Debt Stings Like Never Before in New Era for Households
Credit woes are souring Americans on the economy and could be a drag on President Joe Biden’s reelection bid.
How much wealth you need to be in the top 1% in countries around the world
Americans need a minimum net worth of $5.8 million to be in the top 1% of US wealth. Monaco has the highest net worth cutoff for the top 1% at nearly $12.9 million. The number of ultra-high net worth individuals globally is expected to surge by 28% by 2028.
What Is Income Tax and How Are Different Types Calculated?
The term “income tax” refers to a type of tax governments impose on income businesses and individuals within their jurisdiction generate. By law, taxpayers must file an income tax return annually to determine their tax obligations.
How Does Life Insurance Work?
It’s essential to know the details of how life insurance works so you can decide what type of coverage you need, how much you need and how it will fit into your long-term financial planning.
Looming election puts battered British markets back in the spotlight
Britain’s economy might well have fallen into recession late last year, money has exited UK stocks and fears about unsustainable borrowing that have resurfaced ahead of a March 6 budget may stick until an election expected later this year.
The Stunning Cost Of The Best Care At Home For Wealthy Elders
Most people say they want to "age in place" at home for as long as possible. Know the shockingly high cost of the best of care for aging loved ones at home.
IBM Reopens Defined Benefit Pension Plan—Will Other Corporates Follow?
IBM is known for being a leader and changemaker in retirement funding. Is IBM reversing the decades-long trend of corporates moving from traditional DB pension plans?
What To Invest In If You Have A 4-Year Time Horizon
Discover suitable investment options for a four-year time horizon. Learn key factors to consider when choosing investments.