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.
How to explain the puzzle of the world economy
Welcome to the Mona Lisa effect
Who Can Skip Buying Life Insurance?
Who can skip buying life insurance, and who should probably consider having it.
9 Unexpectedly Powerful Insights From Doing Our Taxes
Going through our expenses and income for the year to do our taxes can show us so much to help us achieve our goals. Deconstructing what’s in your numbers can yield priceless information. Here are 9 insights you can get from preparing your taxes – if you pay attention...
With the Odds on Their Side, They Still Couldn’t Beat the Market
It’s awfully hard to beat the stock market consistently. In 2022, despite many advantages, most mutual funds couldn’t do it. There are important lessons in that failure for this year and beyond.
US inflation at 5%, the lowest it has been since 2021
Monthly consumer price index shows US prices increased at a lower rate in March, though core inflation remains steady
The Agony of Putting Your Life on Hold to Care for Your Parents
Randi Schofield is the sole provider for an ailing father and, at the same time, for her own children — a situation now common among Americans in their 30s and 40s.
Everything You Should Know About Corporate-Owned Life Insurance
The rules that pertain to corporate ownership of life insurance are somewhat more complex than for individual or group policies. This Investopedia article examines the history, purpose and taxation of corporate-owned life insurance (COLI) in America.
Inflation could make or break rebounding 60/40 portfolio
An investing strategy designed to hedge against market declines is rebounding after a rough year, but its success may hinge on whether inflation continues to ebb in coming months.
My phone, my credit card, my hacker, and me
Verizon, Chase, the police — they were all useless when her identity got hacked. Then Psycho Bunny came to the rescue.
How rising interest rates are exposing bank weaknesses
Banks face new dangers as interest rates rise, depositors opt for higher returns in assets such as cryptocurrency, and real estate loans cause concern.
Why is OPEC cutting oil output?
Here are the main reasons why OPEC+ is cutting output
When Your Career, and Retirement, Are the Family’s Business
Succession plans, or the lack thereof, can hinder the transition to a new generation — and affect how loved ones fund their later years.