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.
Pump Your Own Gas—And Fuel Your Finances
The fuel biz and the financial industry have struggled to evolve, but what about your personal finances? Here are 3 ways to manage your money with a foot in the future.
Inflation is as corrosive to investing as it is to the real economy
The failure to quell it quickly will transform financial markets.
Why Sports Empire Building Is On The Rise
Investing in multiple teams versus one is a smart strategy for bundling assets that have historically increased in value but aren’t tied to the economy or stock market.
Beware of the Ultimate Golden Handcuffs: Cheaper Housing
Employers are stepping in to help as owning and renting homes becomes ever more expensive. Are such benefits too good to refuse?
Do You Need Jewelry Insurance? Here’s What To Know
It's wedding season! And though insuring your rings doesn’t sound as fun as planning the honeymoon, securing sufficient protection can prove as essential as any other wedding-related task.
I Saved Enough Money To Retire By Age 37. Here’s What Was Surprising
After five years of budgeting intentionally, doubling income, and paying down $300,000 of debt, Forbes contributor Bernadette Joy saved enough to retire at 37. Here's what it's taught her.
Which sport is the best business?
American sports leagues are more competitive, lucrative and monopolistic than European ones
Is Greedflation Driving U.S. Consumer Price Increases? [Infographic]
Inflation of 4% persisted as of May in the U.S. despite the fact that prices—at least when looking at one measure—should not be rising this fast, or at all, anymore.
Five valuable money lessons we can learn from Succession
Succession is a brilliant portrayal of the complex dynamics of a wealthy and powerful family as they navigate their media empire. The show also imparts valuable lessons about money and wealth management.
ESG investing: The good, the bad and the ugly, or just the bad and the ugly?
Is the trend toward ESG-type investing a fad that will go away or a Trojan horse undermining the capitalist system and hurting investors, companies, and the economy?
Why a Slow-Burn Pension Crisis Is Getting Harder to Fix
As humans live longer, national pension systems need more money to pay for extended retirements; however, across the developed world, the number of people working and paying into these systems is stagnating or even shrinking. We’ll all likely need to work for longer,...
New York Is Among the Most Expensive Places to Get Married
A new study looked at how long it takes people in various places around the US to save up for a wedding.