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.
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.
How One Man Lost $740,000 to Scammers Targeting His Retirement Savings
Criminals on the internet are increasingly going after Americans over the age of 60 because they are viewed as having the largest piles of savings.
Vulnerable Aging Parents And Greedy Offspring: Be On The Lookout
It is not a rare thing that as wealthy aging parents decline, some relatives seem to come out of the woodwork.
Find Freedom In Retirement With These Core Financial Principles
Investing takes time and discipline. There will be speed bumps along the road to financial independence. The following financial principles can help create a road map.
What investors can learn from last week’s market meltdown
Overvalued securities don’t need an excuse to fall — though you will always hear one.
Boomers who want to transfer wealth to their adult kids should make sure their finances can pass a stress test
Some baby boomers are gifting wealth early to help their children buy homes and build families. But first, boomers should ensure their own personal financial stability. One way to do that is by stress testing their portfolio.
Big Banks Watched as Con Men Wiped Out a Widow’s Life Savings
Financial frauds are exploding across the country as criminals target the record wealth controlled by elderly Americans.
Five undervalued qualities of the Indian economy
The optimistic vision of India as an emerging economic rival to the US, EU and China has been held for a while with many false dawns. But here are some data points that put India’s economic potential in a different light.
Individual Investors Shaken, Not Deterred by Recent Volatility
Less than one-third describe themselves as ‘worried’ about recent market events, according to Investopedia’s recent survey of its readers
Building A Significant Company Using Value Acceleration
Value acceleration is a powerful approach to building a successful and significant company. It involves identifying and leveraging your business's key value drivers to accelerate growth and profitability.