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.
I’m 76 and raising my 3 grandsons. This is not what I thought retirement would look like.
Life can throw you curveballs. Phyllis Cavone, 76, and her 75-year-old husband never imagined they'd be raising three teenage grandsons in their retirement years. Here's their story.
How painful will Trump’s tariffs be for American businesses?
Their options range from hoarding goods and raising prices to rewiring supply chains.
Plan For Retirement Beyond Your Go-Go Years
With long retirements, you’ll need to plan ahead for multiple phases of life that come with different needs and interests.
Hedging Armageddon
How to hedge the apocalypse. Portfolio management for preppers. Here we look at what hedging strategies work in the case of extreme tail events.
America’s strengthening dollar will rattle the rest of the world
Donald Trump’s policies could send the greenback soaring.
Your Life Can’t Wait! Learn To Decumulate.
As you approach retirement, an accumulation mindset will not be ideal once you’re on the other side of full-time work. It's critical that you understand decumulation.
How Housing Can Play An Important Role In Retirement Security
When saving for retirement, people might focus on earning their employer’s 401(k) match or maxing out their Roth IRA. However, for some people, part of their retirement nest egg could come from tapping into their home equity.
How To Have Difficult Conversations With Stubborn Aging Parents
Maybe you’ve been meaning to talk with your parents about future planning, but resistance gets in the way. Consider these tips to get the difficult conversation going.
Investors should not fear a stockmarket crash
Take a long view, and shares are a lot less risky than many realise.
An ex-Meta employee calculated that his family of 3 needs $5.6 million to retire in San Francisco. Here’s the formula he used and how he plans to hit his ‘enough number.’
His "enough number" to retire is constantly shifting, but here's how he came up with $5.6 million for a family of three living in San Francisco.
Why you shouldn’t get caught up in the post-election stock-market frenzy: Morningstar
Investors boosted stocks after Donald Trump won a second term. But investors shouldn't depart from their long-term investing plan.
Why ‘Aging In Place’ Is Not Always a Good Plan
Remaining at home as long as possible is what most people want. But age brings serious safety risks for those living alone. Consider the family's options.