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.
America’s strengthening dollar will rattle the rest of the world
Donald Trump’s policies could send the greenback soaring.
Your Life Can’t Wait! Learn To Decumulate.
As you approach retirement, an accumulation mindset will not be ideal once you’re on the other side of full-time work. It's critical that you understand decumulation.
How Housing Can Play An Important Role In Retirement Security
When saving for retirement, people might focus on earning their employer’s 401(k) match or maxing out their Roth IRA. However, for some people, part of their retirement nest egg could come from tapping into their home equity.
How To Have Difficult Conversations With Stubborn Aging Parents
Maybe you’ve been meaning to talk with your parents about future planning, but resistance gets in the way. Consider these tips to get the difficult conversation going.
Investors should not fear a stockmarket crash
Take a long view, and shares are a lot less risky than many realise.
An ex-Meta employee calculated that his family of 3 needs $5.6 million to retire in San Francisco. Here’s the formula he used and how he plans to hit his ‘enough number.’
His "enough number" to retire is constantly shifting, but here's how he came up with $5.6 million for a family of three living in San Francisco.
Why you shouldn’t get caught up in the post-election stock-market frenzy: Morningstar
Investors boosted stocks after Donald Trump won a second term. But investors shouldn't depart from their long-term investing plan.
Why ‘Aging In Place’ Is Not Always a Good Plan
Remaining at home as long as possible is what most people want. But age brings serious safety risks for those living alone. Consider the family's options.
Building Generational Wealth Without A Trust Fund
Building generational wealth is often associated with sizable inheritances or trust funds, but the truth is, many people are creating financial legacies from nothing.
3 Precious Metal Charts That Will Stun You
Gold not only looks bullish, the whole setup of increasing global tension seems strategically bullish until further notice. Here are three charts you should see.
Get ready for inflation and interest rates to rise again
Many economists say Trump's tariffs, as well as some of his other proposals, could kick-start another bout of inflation and interest-rate hikes.
Four investment mistakes you really don’t want to repeat
It’s not easy, but the best investors learn from their errors.