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.
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
Here’s Why Some Home Sellers Are Cutting Prices
One in four sellers decreased the price of their home to entice buyers, a new Zillow report said. Home listings have increased as some sellers who were waiting for lower rates give up as high interest rates persist. Buyers remain on the fence even as mortgage rates...
I was raised to believe I should be generous at all costs, but I want to meet my own needs too
If you're wrestling with difficult emotions around money and family, like guilt that you're failing them, or a fear of losing a relationship by setting money boundaries, this is for you.
Athletes Die Twice: Retirement As A Death
Though most of us are not Olympic athletes, we all can struggle with “the life after” we retire, and for many retirement feels like a death.
What It Costs to Protect Your Pup With Dog Insurance
The average dog insurance plan costs $88.19 monthly.
24-Hour Stock Trading Is Booming – and Wall Street Is Rattled
Momentum in the overnight market is building, but some are concerned there could be trouble after dark.
Down with HOAs
Homeowner associations make it harder to own a home.
Why Some People Don’t Talk About Money With Their Partner
People who are stressed about their finances are often wary of talking about money with their romantic partners, even though it may be beneficial to their relationship, new research finds.
Is It Better Pay Down Your Mortgage Or Invest That Same Money?
Should you overpay your mortgage or invest that money?
Inside The Money Behind The World’s Highest-Paid Golfers
More than $1 billion in prize money is at stake for the sport’s top players—including a $20 million payday at this weekend’s 2024 U.S. Open.