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.
Europe may soon discover the limits of decoupling on rates
Monetary policy in advanced countries is diverging in a manner that was thought highly unlikely just a few months ago.
Five Tips That May Help You Retire Early
While most people retire in their 60’s it doesn’t stop us from dreaming of an early retirement.
The detours on memory lane
Until the moment of revelation there is no distinctive mental state that feels like being wrong. Being wrong feels exactly like being right.
My mom wants to leave everything to one sibling. How can the rest of us get her to stop playing favorites?
For Love & Money is a weekly Business Insider column answering relationship and money questions. This week, a reader's mother is showing favoritism to one of their siblings.
Geriatric millionaires: why boomers keep getting wealthier
The older generation now accounts for half the combined net worth of the US – and in the UK they hold 78% of the UK’s private housing wealth
8 ways to give your grandkids money without sacrificing your retirement savings
Supporting your grandkids shouldn't come at the cost of your own comfort in retirement. Considering contributing to a 529 plan for their college education, or making them your life insurance beneficiary. You can also write them into your will, or set up a trust fund...
Bank of England keeps interest rates on hold at 5.25%
The seventh consecutive freeze comes despite fall in rate of inflation to 2% target last month.
At long last, Europe’s economy is starting to grow
Now for the hard part.
Investment theme du jour: don’t overthink it
The market wants to go up. The tension between this basic-but-compelling instinct and the spectre of higher interest rates will define how markets behave for the rest of this year.
Where the value investing strategy still works
Even if the sun seems to have fallen on US value investors, the dawn has emerged internationally and, theory and evidence would suggest, the sun will rise again, perhaps sooner than expected, in the US as well.
10 Common Effects of Inflation
Inflation is the sustained and broad rise in the prices of goods and services over time. It erodes purchasing power. A small but positive inflation rate is economically useful. High inflation tends to feed on itself and impair the economy's long-term performance.
Heuristics: Definition, Pros & Cons, and Examples
Heuristics are mental shortcuts that help people make quick decisions. They are rules or methods that help people use reason and past experience to solve problems efficiently.