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 great sell-off and why the Japanese market trades like a penny stock
Investors have to understand that ‘normalisation’ after the ‘lost’ decades is going to be painful.
Yes, You Can Save Too Much for Retirement
By all means, put some money away if you can, but don’t be so overextended that you can’t afford anything that brings you joy.
Most People Wish They Had Started Saving for Retirement Earlier, Survey Says
Nearly two-thirds of people say they wish they had started saving for retirement before the age of 25, according to a recent Voya Financial survey. Delaying saving for retirement can mean losing out on significant investment returns over time.
Protecting Retirement Assets Against Financial Elder Abuse
Learn how to protect retirement assets from financial elder abuse.
Retiring early sounds like the dream — but not achieving FIRE could actually help you live longer
Members of the FIRE movement grow their wealth so they can retire early. But research suggests working can provide health benefits, depending on your job. An expert on work and aging shared the pros and cons of retiring early with Business Insider.
Investors beware: summer madness is here
This year’s hottest months are shaping up to be especially wild.
That Sudden Market Drop Was Scary for Investors But Long Overdue
It had been 17 months since the S&P 500 posted a drop of 2% or more, but advisers caution nervous investors against making rash portfolio moves.
A boomer lives on $2,600 monthly from Social Security and his Walmart job: ‘If I had $1 million, I don’t know what I would do with it.’
George Dziamniski, 62, lives on Social Security and a Walmart paycheck in Pennsylvania. He lives simply and avoids the need for extensive retirement savings, he said. But many older adults have an income near the federal poverty line and aren't sure they can retire.
Are You Happier If You Retire Earlier?
Does retiring earlier make you happier in life? It depends on several factors, including how prepared you are for retirement.
Roth IRA: What It Is and How to Open One
A Roth IRA is a special individual retirement account (IRA) where you pay taxes on money going into your account, and then all future withdrawals are tax free. Roth IRAs are best when you think your marginal taxes will be higher in retirement than they are right now.
At What Age Should We Stop Driving?
In a national dialogue about the limitations of age, it's time to have the conversation about driving. At what age should one stop getting behind the wheel?
What a $600m wedding says about India’s attitude to wealth
The Ambani nuptials enticed everyone from Justin Bieber and Shah Rukh Khan to John Kerry