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 Rich Are Getting Richer – But Is The Wealth Gap Worse In Europe Or The US?
Wealth is growing, there’s no doubt about that In the year 2000 for instance, Forbes estimated there were just 470 billionaires in the world, owning $898 billion collectively.
How deep is the rot in America’s banking industry?
Recent events raise profound questions about America’s banking system.
The One Thing You Need To Know To Understand Any Banking Crisis
Distinguishing between bank liquidity and bank capital is crucial for understanding bank crises, as well as for determining which financial commentators to trust.
How to Give Feedback Without Hurting Anyone’s Feelings
How can you give feedback during troubling times without hurting morale? Here are some tips.
Top 10 Costly Mistakes In Estate Planning
During the estate administration process, it is easy to see where the decedent veered off course. Often the fix was inexpensive and could have saved their heirs lots of money in legal fees.
Why the implosion of Silicon Valley Bank is actually a good thing for stocks
The implosions of Silicon Valley Bank, Silvergate Capital, and Signature Bank in recent days might make for scary headlines. But they could actually be bullish developments for stock investors. That's because the Federal Reserve may be forced to slow the pace of rate...
The takeaway for investors from the SVB crisis? Get ready for deflation, more pain in stocks, and a rally in long-term bonds
This is what happens when the Fed takes the punch bowl away — the bowl breaks, and then the central bank and the regulators respond with the glue.
The Danger Of Dualism In Financial Planning
In the age of blogging, vlogging, podcasts, and TikTok, bite-sized personal finance instruction is abundant. But is that helpful or hurtful?
How bad are the current market jitters?
The wider stock market has been relatively unruffled by the trouble within banking
How bad are the current market jitters?
The wider stock market has been relatively unruffled by the trouble within banking
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.
The Rich Are Getting Richer – But Is The Wealth Gap Worse In Europe Or The US?
Wealth is growing, there’s no doubt about that In the year 2000 for instance, Forbes estimated there were just 470 billionaires in the world, owning $898 billion collectively.