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  • Home
  • About
    • Why Work with Us
    • Aligning Values, Vision and Wealth
    • Meet Wayne von Borstel
    • Meet Craig Smith
    • Meet Our Team
      • Wayne’s Team
      • Craig’s Team
    • Books
    • Charitable Partners
  • Services
    • Our Value Pyramid
    • Financial Planning
    • Investment Management
    • Intentional Purposeful Giving ®
    • The Vision to Wealth Process ®
    • Social Security Strategies
    • Retirement Planning
  • Events
  • Insight
    • Blog
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    • Training Videos
    • Resources
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16 Feb

Why planning?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Why planning? I’ve been in this business for four decades now. The longer I’m here, the more I believe and see examples of why planning is good. Less stress, better prepared, and better reactions because: Organization We have thought through
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16 Dec

Decisions: Based on facts or delusion?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Decisions: Based on facts or delusion? What do we believe about life, politics, and circumstances? Much of what we believe is based on what we hear. What we take in from the news media, radio, and talk shows hosts a
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16 Oct

Gambling Responsibly

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Gambling Responsibly! That is an interesting term. You might want to understand I’ve never put a penny in a slot machine. I’ve gone to Monte Carlo to some of the most famous casinos in the world that I had to
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16 Aug

Politicians, hate, and not being nice!

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Politicians, hate, and not being nice! Wouldn’t you think the longer we live, the more civilized we would be? But it seems that we were really civil when I was young and are full of hate today. Whether it’s Democrats
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15 Jun

Obituary

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Obituary This last week, I’ve sat through several funerals or celebrations of life. It is interesting what people get up and say about their parents, friends, or acquaintances. I was thinking, sitting through yesterday’s event, what will they say about
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16 Apr

The Plane

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
The “Plane” Do you remember the first time you were on a plane? Maybe you never have been, but that would be rare. When I grew up, there weren’t many people who had been on a plane. Today, it is
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16 Feb

Confidence

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Confidence! Confidence is often our best friend in competition, sports, or being a businessman. When can confidence be a problem? When we’re investing! If our confidence in investing is centered on markets, this is troublesome. We will surely lose if
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16 Dec

Let’s Enjoy the Holiday Season

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Let’s enjoy the holiday season! Many people can only find joy by giving. Of course, some people think that the only joy they can find is from receiving! I believe joy comes from confidence. Confidence in our plan. Confidence in
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17 Oct

It is the Season

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
It is the Season – To worry about things, we cannot control, nor that may even have much effect on our day-to-day life! The political season is just starting. Everybody knows who they hate and mistrust; no matter what they
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18 Aug

Who Owns Today?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Who owns today? We often give our day up to those we don’t know. We look at Facebook, TV, or some form of media. We may not know whose agenda we are hearing, but we still let it impact our
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  • Home
  • About
    • Why Work with Us
    • Aligning Values, Vision and Wealth
    • Meet Wayne von Borstel
    • Meet Craig Smith
    • Meet Our Team
      • Wayne’s Team
      • Craig’s Team
    • Books
    • Charitable Partners
  • Services
    • Our Value Pyramid
    • Financial Planning
    • Investment Management
    • Intentional Purposeful Giving ®
    • The Vision to Wealth Process ®
    • Social Security Strategies
    • Retirement Planning
  • Events
  • Insight
    • Blog
    • Videos
    • Training Videos
    • Resources
  • Contact