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 trillion-dollar question: Could a coin save the day?
The debt limit standoff between Republicans and Democrats has elevated questions about creative solutions for averting a crisis, including one that at first blush might seem unthinkable: Could minting a $1 trillion platinum coin make the whole problem go away?
What to do when your term life insurance is ending
Joe Natiello is facing what you might call a "nice problem to have." Almost 20 years ago, the 64-year-old Westfield, New Jersey, resident took out a term life insurance policy, to help cover his family in case the worst happened.
Federal Funds Rate: What It Is, How It’s Determined, and Why It’s Important
The federal funds rate is one of the most important interest rates in the economy. That's because it affects monetary and financial conditions, which in turn have a bearing on critical aspects of the broader economy including employment, growth, and inflation.
Why is the French pension age so low?
A low retirement age is part of the France's national mythology
How To Make 2023 A Better Year Financially
Optimistically seeing the glass as half fulll was admittedly difficult at times in the past 12 months. 2022 was the worst year for the stock markets since the Great Financial Crisis, and according to some observers, the worst year ever for US bond investors.
The world economy’s inflation problem is easing. But recession is still likely
After three chaotic years, investors have several reasons to be cheerful about the world economy. In America inflation is tumbling, raising hopes of a “soft landing”, in which price growth comes under control without a recession.
Why Is Gas So Expensive Lately?
You and your pockets have likely noticed the massive increase in gas prices. Here's Entrepreneur's take on why it's happening and what you can do to save on gas.
From Kiplinger: Cracking Your Nest Egg
The 4% rule is the best-known retirement withdrawal strategy.
When the Head of a Family Business Is Impaired — and Won’t Step Down
Strategies to help family members (even those who don’t yet have formal authority in the business) cope with an aging or impaired leader to avoid damaging the company — and the family — in the process.
What type of life insurance is right for me?
More than half of people overestimate the cost of life insurance, and 30% believe life insurance is only for end-of-life expenses. But life insurance can be an affordable expense, and it isn't just for paying for funerals.
Global economic outlook brighter than feared, but remains fraught with risks, WEF panel says
The year ahead looks better than feared for the global economy but remains fraught with risks including escalation of the conflict in Ukraine and the emergence of a transatlantic trade war, the World Economic Forum’s final panel concluded.
I never thought my stay-at-home husband needed life insurance until my grandmother’s death made me think twice
There's some debate about how much life insurance stay-at-home parents need. It's not as simple as choosing 10 times their annual salary or some other recommended benchmark.