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.
Inflation Is Not Over — The Fed Will Tighten Again In 2023
Inflation is not over, and the Federal Reserve will tighten again, despite the latest Consumer Price Index reading. That report showed the overall CPI rose just 3.0% in the 12 months through June 2023. A year earlier CPI inflation peaked at 9.1%.
GDP Surprises On The Upside, But . . .
While the positive GDP surprise will squelch talk of recession for the time being, the U.S. economy is by no means out of the woods.
What key indicators are saying about the stock market
Predicting the short-term direction of bond and stock markets is almost impossible. Of course, that doesn’t stop people from trying. Here are the indicators you should pay attention to.
These are the most liveable cities in Europe
A great region remains great. But instability has hurt living standards in some cities
‘Immaculate disinflation’ places Fed in purgatory
The challenge to decades of economic history and theory pose risks for Fed Chair Jerome Powell and his colleagues as they consider the next stage of their battle to rein in prices.
Who Is Your Descendant: Who Inherits Under Your Will And Trusts?
Modern medicine and changing family norms make the determination of who will be an heir to inherit under your will or trusts complex and uncertain. How might you define "descendant," "issue," and "heir," so that your wishes are carried out?
Understanding The Social Impact Of Insurance
The social impact of insurance is becoming more important than ever.
Inflation’s return changes the world
Will what we are now experiencing prove an enduring shift in the monetary environment or just a temporary one? We just do not know. It depends on how far high inflation has been just the product of supply shocks.
4 things most people don’t get about extreme wealth, according to a financial advisor who works with athletes and celebrities
Eszylfie Taylor started with little, but is now a financial advisor to wealthy and famous clients. Earning a lot as an athlete or entertainer is no guarantee that you'll manage it well and stay rich. Athletes tend to need extra help because they earn a lot at a young...
Older Workers And Their Wealth
When workers are finishing up their careers and nearing retirement what do they have? In 1992, the median wealth for U.S. households with at least one worker aged 51-56 in 1992 was $654,926 (inflation-adjusted to 2016 dollars); in 2016 they had much less, $466,900....
Yes, there are alternatives to stocks
The stock market has been strutting into the spotlight lately, with talk — however premature — of a new AI-driven bull market popping up nearly everywhere you turn. Amid all the hoopla, you can easily miss the solid returns being posted by far less glamorous asset...
True Cost Of Owning A Second Home
Consider the cost and hassle of maintaining a second home from afar plus your desire to travel to other destinations before buying a vacation home.