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 Do Companies Merge With or Acquire Other Companies?
Mergers and acquisitions (M&As) are the acts of consolidating companies or assets, with an eye toward stimulating growth, gaining competitive advantages, increasing market share, or influencing supply chains.
What a Viral Post on Giraffes Says About China’s Fed-Up Investors
Like many Chinese people, Jacky hoped that he could make enough money investing in China’s stock markets to help pay for an apartment in a big city. But in 2015 he lost $30,000, and in 2021 he lost $80,000. After that, he shut down his trading account and started...
3 money steps to take now to avoid surprises when you retire
You will still have expenses in retirement, no matter how much money you've saved. Plan ahead for expenses like healthcare and home maintenance. Future expenses can be hard to predict, but planning and estimating now can save you from surprises.
Does A Chiefs Win Mean A Bear Market?
That's the best run for the S&P 500 since March of 1972 and for the Nasdaq since the 1990s .
Keeping a Midlife Crisis From Wrecking Your Retirement Plan
The midlife crisis is easy to poke fun at, especially if it’s someone else’s.
Baby boomers are approaching ‘peak burden’ on the economy
The youngest boomers are rapidly approaching retirement, and a bigger retirement population means more of a drag on the US economy, a burden that could stretch on for the next 20 years.
How To Protect Your Estate And Loved Ones From “Ghost Hacking”
Cyber thieves are taking the digital lives of the recently-deceased.
Super Bowl Indicator: Premise and History
The Super Bowl Indicator is a nonscientific barometer of the stock market, suggesting that the outcome of the Super Bowl can predict the stock market's direction for the coming year.
A couple started out with about $45 between them. Over their 23 years together, they’ve paid off $350,000 of debt.
Mina and Joe Coleman made about $250,000 a year and had $350,000 in mortgages. Then they decided to rent out their townhome and live on a boat with their three children. The couple now make less money and continue to split finances as Mina Coleman makes a career pivot.
Stakes On A Plane: Is It Insider Trading To Sell Boeing Stock While Inside Its Damaged Airliner?
In the aftermath of the Boeing 737 Max 9 door-panel blowout, this hypothetical question about insider trading has gone viral on the internet. Here's an expert answer.
The perils of investing in the world of one trade
Where US interest rates are headed will still be the biggest influence on investment performance.
Life Insurance for the Disabled
Life insurance guarantees a sum of money to be paid to named beneficiaries when the insured dies in exchange for the premiums paid by the policyholder during their lifetime. With more than a quarter of U.S. adults living with a disability and needing insurance, the...