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.
Ski Season Is Here: How To Save Money
From ski passes to some of the most affordable mountains across the country to smart money-saving hacks, we’ve got the scoop how to ski affordably this year.
I asked a financial planner how to talk to my immigrant parents about estate planning and got 6 tips to make it easier
Parents can struggle to understand the challenges their first-generation kids face. Before talking with your immigrant parents about their finances, make sure you have your own plan. If you think you'll need to financially support your family, set up a sinking fund...
Where Do You Stand? Compare Your Net Worth To The National Average
People are naturally curious as to how they compare to others, and wondering how you compare to someone else financially is no different.
Deep Behavioral Lessons From The Saga Of Sam Bankman-Fried
There are lessons to be learned from the saga of SBF and crypto exchange FTX, which extend well beyond fraud.
The counterintuitive truth about deficits for bond investors
Most of the time, higher government debt levels have been associated with lower yields, not higher.
How Black Friday And Thanksgiving Affect The Stock Market
The market can fluctuate around the holidays, especially leading up to and immediately following Thanksgiving. Although it may be tempting to adjust your investments based on holiday spending reports, remember that these are just a small data point affecting the...
How 60/40 Worked The Last Time Rates Were This High
A classic 60% equity/40% bonds balanced portfolio may represent a good strategy going forward, but investors must manage their expectations in light of history.
What Is the Goal of the 60/40 Portfolio?
No one can agree whether the main purpose of the 60/40 portfolio is to diversify or to reduce risk — and they aren’t quite the same thing, writes Allison Schrager for Bloomberg.
The Quiet Rage of Caregivers
Looking after a sick family member can mean putting your own life on hold, often with little recognition or outside support.
What’s The Best Age To Retire?
What are the pros and cons of retiring early vs. retiring late? How should you decide when you should retire?
Where Should I Retire?
There are many things to consider, starting with cost of living
Who Will Tell You That You Are On Mute?
Elon Musk spent the first half of Tesla's earnings call on mute without anyone correcting him. It shows even the most visionary leaders are not immune to blind spots, or in this case, mute points.