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.
These are the world’s most expensive cities
EIU’s cost-of-living index shows where prices are highest
Why investors should lament the rise of Global South term
In 2016, international investors owned an average of 21% of local-currency bonds in emerging markets. Now that figure is just 13%.
I inherited $15,000 and had fun with it. Then I inherited six figures a few years later and was more strategic — here’s what I learned.
If you inherit money, you may also be grieving and mourning the loss of a person you loved. Here's what Gina Knox learned after twice experiencing loss and an inheritance.
How will America’s economy fare in 2024? Don’t ask a forecaster
The consensus on economic forecasts for 2024 is that there is no consensus
Finding good investment returns in ill winds
The best bargains are often to be found in debris.
3 signs you can’t afford the house you want, even if it feels like you can
Interest rates aren't the only indication whether you can afford to buy a home. There are factors to consider besides the monthly mortgage payment or home price. Your credit score and ability to save for a down payment will have an impact.
7 Conversation Starters For Holiday Gatherings That Can Help Your Retirement
Make the most of the holidays by talking about important retirement questions with your relatives and friends.
How to Insure an Engagement Ring
Rest easier knowing your engagement ring is protected
A man who hopes to ‘die with zero’ says his simple equation can help anyone retire comfortably
"Die with Zero" author Bill Perkins has an equation to anyone who wants to retire comfortably. Multiply your annual expenses by how many more years you expect to live, then multiply by 0.7. Perkins calls this number a "survival threshold," or the minimum needed to...
Higher Bond Yields Mean Retirees Can Pull a Bit More From Savings
Morningstar says retired workers can now safely withdraw 4% a year, up slightly from a 2022 analysis.
Warren Buffett Says His Will Is Going to Be ‘Simple’ and Public
The 93-year-old billionaire says in letter he feels ‘good’ Buffett donates more than $868 million to four foundations
Cutting through the noise: For investors, it’s crucial to distinguish between the urgent and the important
The name of this column, Cutting through the Noise, refers to the information that seems urgent, like news, headlines and what’s being talked about. There’s no question they’re urgent, but are they important? Will they make a difference to your investment returns?