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.
Disabled People Are A Vital Part Of Your Workforce: Advice To Help You Manage
If you're looking for talent, try focusing on employees who are highly committed, motivated, and productive: People with both visible and invisible disabilities are often overlooked. These approaches will help you prepare and integrate them successfully.
Battered 60-40 portfolios face another challenging year
The inverse correlation between bonds and equities broke down last year.
Why Are Egg Prices Still So High? It’s Not The Reason You Think
As inflation eases, the costs of eggs remain high – hitting an average of $7 a dozen in California. Here’s why.
Used Car Prices Post Biggest Drop On Record—And Have ‘Much Further To Fall’
"New and used car prices likely will decline through most of 2023," says one economist.
Kiplinger: Renters Insurance Is a Must
Most homeowners know that they need homeowners insurance to cover loss or damage to their property — and if you have a mortgage, you usually have no choice. But if you’re one of the more than 100 million Americans who rent their residence, don’t overlook the value of...
These are the most expensive cities in Europe
The strong dollar has skewed The Economist's index of the most expensive cities in Europe.
January Effect: What It Is in the Stock Market, Possible Causes
How will the 'January Effect' strategy hold up over time?
When the Groundhog Predicts an Early Spring, Investors Get Optimistic
The stock market isn’t always rational; often it’s swayed by superstitions. A case in point is the bump the market gets when Punxsutawney Phil doesn’t see his shadow.
Making Bigger, Better, Bolder Moves For Your Money Mindset
If you want to take control of your finances and develop a money mindset that will help you succeed, is it time to start being bold?
Kiplinger: Should You Pay Off Your Mortgage Before Retiring?
Many people strive to pay off their mortgage before they retire. But that isn’t always the best financial move.
2022 has been a year of brutal inflation
What will be next year’s big economic problem?
Long-Term Savings – The Gift That Actually Keeps On Giving
We want to be sure our gifts bring joy, and we know that many gifts given in December are forgotten by January.