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.
3 pieces of investment advice from Warren Buffett’s annual letter to Berkshire Hathaway shareholders
Warren Buffett on Saturday released his annual letter to Berkshire Hathaway shareholders. In the letter, the centibillionaire offered several pieces of investing advice. Play the long game, he says, and ignore pundits offering their financial forecasts.
Dining out is about to look a lot different
Restaurants need to evolve to survive. But you're gonna hate what they've got in mind.
Why Jeff Bezos Sold $6 Billion of Amazon Stock—It’s All Part of a Plan
Stock sale follows plan announced days after he disclosed return to his Florida roots. His plan falls under the SEC's 10b5-1 rule, which outlines parameters that allow written agreements between corporate insiders and brokers for selling company stock.
Americans’ ‘love affair’ with the stock market is stronger than ever
US households and non profits have steadily ramped up stock buying over the last four decades, with allocations to US equities hitting a near-record of 41% this year. That's a stark contrast with the rest of the world, and it is a factor that has helped the US stock...
Ethical, Moral, And Thorny Personal Issues In Estate Planning
Ethical, moral, and difficult personal issues arise in many estate plans. What are some of these issues, how can you approach them?
My husband and I want to retire early, and a simple equation will help us get there without sacrificing our lifestyle today
Barista FIRE is a branch of the FIRE movement where you still save aggressively towards retirement, but instead of quitting work full stop and living off of your investments, you save until you reach the point where you only need to work part-time (or earn some...
The S&P 500 Topped 5,000. Should You Buy Now?
Financial advisers say milestone moments are little more than noise, but that doesn’t mean you want to be sitting on the sidelines.
Low-Income Retirement Housing: What to Know
Affordable Housing Options and Assistance for Retirees Can Help Ease the Cost of Housing
Are You Stuck In The Gap Or Living In The Gain?
Strategic Coach founder, Dan Sullivan, and Dr. Benjamin Hardy, help shift our perspective on goal-setting in life and money.
Smart Money: What It Means in Investing and Trading
Smart money is capital placed in the market by institutional investors, market mavens, central banks, funds, and other financial professionals. Smart money also refers to the force that influences and moves financial markets, often led by the actions of central banks....
The Reason Your Budget Always Fails? Don’t Forget The Phantom Month
Americans are surprisingly strong at having a budget, yet they're not able to keep to it. Why? It's likely due to a quirk in the calendar, dubbed the Phantom Month.
How investors should navigate the slump in IPOs
Profit margins and management stakes are important indicators for post-flotation stock performance.