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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.

Is the Bear Market Over? It Depends.

The S&P 500 ended the day nearly 20 percent above its low last year, within a hair of a milestone for some market watchers. But assessing a bona fide bull market is not so simple.

You Really Need A Home Inventory

Are you keeping track of all that well-deserved stuff you’re acquiring? How would you replace your belongings if your house burned down or a thief ransacked your apartment? And would you even remember all of the things you’ve gathered over the years?

How Much Should You Be Saving?

How much you "should" be saving is an extremely tough question to answer on your own. Economics alone can’t tell you what to do. But economics does provide a general guide to answering this question. It’s called consumption smoothing — the goal of maintaining your...

What happened to market volatility?

In 2022, market volatility made a comeback as what central bankers called transitory inflation proved to be anything but. Finding himself increasingly behind the inflation curve, Jerome Powell, the chair of the U.S. Federal Reserve, began to promise and deliver...

Average CD Rates Rise Again, But Is the Party Almost Over?

CD rates have skyrocketed since March 2022, when the Federal Reserve implemented what was its first rate hike after dropping the federal funds rate to zero at the start of the pandemic. Since that first post-pandemic increase, the Fed has hiked rates nine more times...

Taxpayers ‘Terrorized’ By Complexity In 1919

Some of the most intractable problems plaguing the federal tax system have been around for a long time. Complaints about complexity, for instance, appeared before Congress even finished drafting the modern income tax in 1913.