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.
Eurozone inflation hits record high of 10.7%
October figure puts ECB under pressure to continue raising interest rates despite slowdown.
Inflation is too high when the public notices it
Beneath a certain threshold, inflation targets are arbitrary
Why Gen Z Consumers Prefer “Buy Now, Pay Later”
BNPL services look easy, but they can be risky.
There Is A Stock Market Santa!
If history is a reliable guide the worst might be over, and some holiday cheer from Wall Street could come soon.
Americans Fall Further Behind on Retirement Savings as Inflation Bites
A new survey found that 55% of people feel they haven’t saved enough, and inflation is preventing them from doing so.
The severity of Truss’s failure has yet to be determined
Mary Elizabeth Truss is the rookie British Prime Minister whose deeply problematic economic plan set off a massive sell-off of the country’s bonds and a near-collapse of pension funds, forcing the Bank of England to intervene in the market – and her to resign.
4 types of people who should definitely have life insurance, according to a financial planner
It might feel morbid to talk through your legacy plan, but it's worth having that protection in place if the worst happens. Here are four types of people who are best suited for it.
The bear market blues: a diagnosis for our times
War. Inflation. Polarization. Appalling headlines ricochet around the internet, stocks are skidding, wealth is eroding and the mood on Wall Street has rarely been gloomier. While some opportunists thrive in adversity, here's how to keep it from taking a toll on your...
Housing markets face a brutal squeeze
How bad could things get?
How Much Do I Need to Save to Retire?
Knowing how much you need to save based on how old you are now can start you on the path to help you reach your retirement goals. There are a few simple formulas that you can use to come up with the numbers.
Why inflation refuses to go away
America and Britain are surprised once again by high prices.
An Uptick in Elder Poverty: A Blip, or Sign of Things to Come?
Seniors didn’t fare as well through the pandemic as most. But longer-term trends aren’t moving in their favor, either.