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.
The future of interest rates is a riddle
Will inflation subside to ultra-low pre-Covid levels or will it be a lasting problem, as in the 1970s and early 1980s? What, too, will happen to interest rates?
What Should Retirees Do About Economic Uncertainty?
Take the time to implement strategies that enable you to sleep at night when investment markets are driving most people crazy.
America’s economic outperformance is a marvel to behold
On a whole range of measures American dominance remains striking. And relative to its rich-world peers its lead is increasing.
Taxing Wealthy Dynasties Seen Backfiring in States Like New York
Billionaires are more motivated to move out of places with estate taxes as they get older, a new study finds.
Banks crisis looks short but lessons must be more enduring
Even without any more blow-ups to add to the list, after Silvergate Bank, Silicon Valley Bank and Signature Bank in the US, as well as Credit Suisse in Europe, asset managers are nervous about what it all means for economic growth.
Worried About a Recession? Patient Investors Can Ride It Out.
Economic downturns are rough on stocks, but history shows that handsome returns can pile up anyway if you stick with it, our columnist says.
4 reasons I’m happy to wait until the last minute to file my taxes
Around a quarter of Americans file their taxes in the last two weeks. Are you one of them?
Economic Green Shoots Could Be Daffodils, Or Just Pesky Weeds
Here are a few economic “green shoots” that could turn out to be weeds once fully grown—but are being mistaken for daffodils early on.
Business Owners, What’s Your Succession Plan?
You have poured your heart, soul and money into your business, so ensuring it can thrive even after you exit is a huge undertaking. Consider these key elements to get your succession plan on the right track.
The Answer To Whether I’m Too Old To Get Another Dog
While my wife and I strongly missed the companionship and unconditional love we got from our pets, our age, health status, and lifestyle were definitely considerations. We made our decision and have no regrets.
US Stock Bulls Ignore 100 Years of Recessions at Their Peril
The chorus of stock bulls predicting US equities will weather a recession has got it wrong, if history is any guide.
How America’s Middle Class Is Shrinking [Infographic]
America's middle class has been shrinking for the past 50 years. While middle class Americans remain the biggest income group by number of people, the same can't be said of the aggregate income earned by them.