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.
How To Move Past Worst-Case-Scenario Thinking
How to Move Past Worst-Case-Scenario Thinking It’s easy for leaders to get caught up in worst-case-scenario thinking.
Asset Protection for High Net Worth Individuals
The steel magnate Andrew Carnegie, reputedly the world's richest man in the late 19th century, had some advice for anyone who wished to follow his example: “Put all your eggs in one basket,” he said, “and then watch that basket.”
How To Manage Your Risk Via Life, Long-Term Care Insurance
Effective financial planning includes insurance planning, a critical component that many, especially women, in my experience, tend to overlook. It is an important strategy for safeguarding your assets and loved ones against potential risks.
Congratulations: You Just Survived The Hottest Summer On Earth
This August was the second warmest month on Earth after July.
What China’s economic troubles mean for the world
Pain for Elon Musk; relief for Jerome Powell
The classic 60/40 portfolio isn’t dead. Here’s why it’s gearing up for a decade of strong returns.
The 60/40 portfolio took a beating last year, but it's poised for a decade of strong returns, Vanguard says. Current valuations suggest the outlook has improved, even for the portfolio's worst-case risk scenario. Strategists broke down the biggest misconceptions about...
Here are six ways the rich save big on taxes, from putting mansions in trusts to guaranteeing inheritance for future generations
The wealthiest taxpayers have many tools at their disposal to pay less to Uncle Sam. Some tactics, like donating to charity via trusts, might seem far-fetched but are perfectly legal. Lawyers and bankers to the ultra-rich told Insider how these rarified techniques work.
Does market forecasting have any value?
Expert market calls are effective at getting investors’ attention. In a couple weeks, the pros will be returning from the Hamptons and Muskoka, and getting back to the work of forecasting what the rest of the year might hold for the unwashed masses. But does market...
3 Myths Of Human Behavior That Could Be Costing You Money
Like most myths, each of these myths does have some truth to them. But because of human psychology, following them can get you into financial trouble.
If Interest Rates Were To Rise, What Happens To Stock Prices?
With interest rates at their highest levels in decades, the stock market doing so well this year has been a head-scratcher. By any standard, the returns have been excellent. At the same time, bond yields, traditionally where investors flee if there’s economic turmoil,...
A Retirement Puzzle: Turning Over Control of Your Money
It’s difficult to know when to get help managing finances. Communicating with loved ones, even when you don’t want to, is the first step.
How much trouble is China’s economy in?
Growth is faltering and the country is flirting with deflation