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.
How Rising Personal Loan Interest Rates Will Impact Borrowers
Personal loan interest rates are on the rise, reaching their highest rate since before the pandemic. Those with variable interest rates may have already seen their rates go up. Here's what you can expect.
From Kiplinger: Good Reasons To Resist BNPL
Breaking up payments can make a big purchase seem cheaper, which can tempt you to overspend.
Investment Lessons From Your Thanksgiving Turkey
Thanksgiving is an appropriate time to discuss the “Turkey problem.” Thinking about the life experience of a Thanksgiving turkey has much to teach us about investment risk management and the automatic human response to our built-in tendency for our brains to see...
When her husband died tragically at 37, she was completely shattered. But she said there was a saving grace: life insurance.
Allison Nichol Longtin and her husband were united in their love of planning and making plans work. And yet, they didn't have a plan for the worst-case scenario. When he died, there was no will. But there was life insurance.
Guide to Hiring a Financial Counselor
Everybody should have someone that helps them establish and keep good financial habits
Retail’s Christmas Miracle: Inflation Eases, Consumers Spend, Jobs Multiply
Keep the champagne on ice for now, but the people have spoken, and the message seems clear — we’ve gotten used to expensive gas, we’ve got jobs, and we’re in the holiday shopping spirit.
7 Ways Your Advisor Can Help You Remain Grounded During Turbulent Times
Because volatility and unpredictability go hand-in-hand, it can become all too easy for emotions to overtake reason if investors are not following a disciplined and repeatable investment process. That’s where access to a dedicated financial professional to meet your...
The world’s population has reached 8bn. Don’t panic
Fears of overpopulation and underpopulation are both overblown, says The Economist.
Landlord vs. Renters Insurance — What Property Owners Should Know
Problems, disasters or accidents are unpredictable. With insurance, both landlords and renters can avoid financial loss and get peace of mind.
How To Avoid Self-Inflicted Losses In A Down Market
If you're checking, chasing, and stock-picking, you may increase the odds of self-inflicted losses when the market is down.
Why Is Inflation So High Still? The Main Drivers Of Rising Prices
Inflation remains stubbornly high. Uncertain energy costs combined with supply and demand mismatches mean higher prices could continue for a while, well beyond the end of 2022.
Life after 75: Fed’s inflation fight enters new phase
Peak interest rates will be higher than expected — but it will take longer to get there