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.
Can you afford to retire?
Inflation and rising rates mean many future retirees could earn less than they had thought
Three Sure Ways To Beat Inflation This Holiday Season
Everything from gassing up to go shopping, travelling and food costs more. Here's a few helpful money ideas.
Market assumptions are onward and upward
Investors have a new spring in their step. After months of losing money on just about everything they owned, they suddenly made money on almost anything they touched in November.
When Family Is Both Trustee And Beneficiary
A recent Ask Real Estate column asked “My sister is the trustee for my mother’s estate, which was held in trust.
Discussing Money And Love Is Asking For A Difficult Conversation
Discussing money with loved ones is asking for a loaded conversation.
The consensus forecast on recession risks complacency
A rapidly falling inflation rate would allow the Federal Reserve to downshift and then pause its rate increases.
Average Credit Card Debt In The U.S. Is Rising — How Does Yours Compare?
Both credit card debt and interest rates are on the rise again – rising at record rates. How does your debt burden compare to the U.S. averages?
5 Ways to Manage Your Personal Finances
Money issues getting out of hand this time of year? We all need a reminder sometimes. Here's how to have a healthy relationship with money and stay in control of your personal finances.
What Are All the Credit Score Ranges? Here’s Your Go-To Guide
Is your credit score good enough to lead the life you want? We explain the various credit score ranges and how to boost your financial stability.
Inverted Yield Curve: Definition, What It Can Tell Investors, and Examples
An inverted yield curve shows that long-term interest rates are less than short-term interest rates. With an inverted yield curve, the yield decreases the further away the maturity date is.
Inflation Rates By Country: How Does The U.S. Stack Up?
Many economies have been hit with rising prices in the wake of the pandemic, but there are also a small number of notable outliers that have managed to keep their inflation rate down.
Why a global recession is inevitable in 2023
The world is reeling from shocks in geopolitics, energy and economics.