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 Debt Time Bomb: How Corporate Borrowing Could Cripple The Economy
Corporate debt has increased to previously unheard-of heights as a result of ten years of historically low interest rates that encouraged excessive borrowing.
‘Pro Athletes Experience Life Backward’: Here’s How NBA Stars Are Setting Themselves Up for Success When the Game Is Over.
The average NBA player retires at the age of 29, which sounds enviable if you ignore the fact that nearly 60% of them face serious financial hardships after retirement. But it doesn't have to be that way.
Has Warren Buffett lost his touch?
Assessing Berkshire Hathaway’s recent performance
5 Habits That Will Help You Stay A Millionaire
The 2022 average (mean) net worth of American families topped $1 million for the first time. This can inspire anyone looking to reach or remain at that financial level.
How to invest in chaotic markets
Contrary to popular wisdom, even retail investors should pay attention to volatility.
We are all capitalists now
To see a modern capitalist, perhaps you should look in a mirror in the home you own. Or take a selfie.
What Market Indicators Are Signaling About Recession Risks
When recession risks are increasing, corporate credit spreads typically widen. Yet, this is not happening and credit spreads are well below their historic averages.
As stock prices fall, investors prepare for an autumn chill
Markets are in a very different place from earlier in the year
Social Security promised a retirement free from poverty. Some boomers say it isn’t working anymore.
Business Insider spoke to over 40 baby boomers in recent months, many of whom are struggling to retire. They're disappointed that Social Security isn't helping them stay out of poverty in their post-work years. Many say they couldn't save much for retirement due to...
What Do Chain Restaurant Closures Say About the Economy?
A string of high-profile restaurant closures has fueled perceptions that the industry is in serious trouble or even collapsing. Hard data shows that restaurant sales are on the upswing despite the struggles of some prominent chains. Successful restaurants have...
Jennifer Lopez and Ben Affleck Are Divorcing and Reportedly Didn’t Have a Prenup. Here’s Why Formalized Agreements Should Be a Non-Negotiable.
Two years after Jennifer Lopez and Ben Affleck tied the knot, the couple officially called it quits. Here's what business leaders can learn from their split.
Whatever happened to the wisdom of the bond market?
For investors, it is hard to know which bond moves to take seriously and which are head fakes, the latter of which are often a golden opportunity for bond specialists who can spot a dip to buy or a spike to sell.