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 A Shorter Stock Trade Settlement Cycle—Known as T+1—Means For You
Beginning May 28, the time for stock transactions to be completed was cut in half as a 'T+1' settlement cycle went into effect. Here's what you need to know about the change.
Grand span
The builders of the Gordie Howe bridge are just metres away from scoring a key goal.
Managing an Inheritance: When ‘Mom’s Money’ Becomes Yours
A sudden windfall while grieving can be an emotional minefield, particularly for younger adults. Experts share ways to handle it wisely.
A Billionaire-Backed Texas Stock Exchange Is In The Works—Here’s What To Know
A group backed by more than two dozen investors is planning to start its own stock exchange in Texas in an attempt to compete with the New York Stock Exchange and Nasdaq.
The valuation mystery
It makes no sense to think that the price you pay for a financial asset does not matter to future returns from that asset. Valuation matters. But how to best measure it, and how to best deploy those measurements in decision making, remains a very tricky question.
Five things to do if your investments aren’t working
Reviewing your losers can help you notice patterns in your own investing style where you can improve. Think of those red lines in your online portfolio as part of your investment education.
Can You Retire With $500,000 In Savings And Investments?
Retirement is full of surprises, both good and bad. Many wonder how much is needed in order to retire. We examine here whether or not $500,000 is enough to retire on and what it would entail.
Dow 40,000, Dow 50,000…Dow One Million?
The markets have been even more interesting than usual.
The total return strategy in bonds is far from dead
The end of the historic bull market in the asset class just means a different approach is needed from investors.
A 67-year-old bodybuilder who started exercising in her 50s shares 4 things she’s learned about getting fit at any age
Marlene Flowers didn't start bodybuilding until she was in her 60s. Now, at 67, she's a fitness influencer and can do 140 push-ups in a row. Being patient and having the right mentality helped her get fit later in life, she said.
How To Choose Someone To Help You Hit Your Financial Goals
You are much more likely to achieve a financial goal when you have an accountability partner. Here is how to choose one.
Gen X, Boomers, 9 Ways To Take Your Retirement For A Test Drive
Gen Xers and young Boomers: Your retirement is up ahead. Here's how to take it for a test drive and reduce the chances that your retirement buy is a lemon.