Marlene Large, Author at von Borstel & Associates

22 Mar

What Does Your Personal Risk Tolerance Mean?

By Marlene Large
In 18 Question Series, Blog, Financial Planning, Investing, Live Your Best Life, Personal Finance, Success

When I first meet people, they usually have a descriptive word for their portfolio risk. They may say it’s conservative, but does conservative in their mind mean the same thing as it does in mine? A client can seldom tell me their portfolio risk and then explain how that...

03 Mar

Are you being sold or guided to your decisions?

By Marlene Large
In 18 Question Series, Blog, Financial Planning, Investing, Live Your Best Life, Personal Finance, Success

The vast majority of you do not want to be sold to. Am I right? There are many honest people in the financial planning business. They do a great job, but one weakness is having to procure a sale to make money.

18 Feb

What Is The Statistical Probability Of Your Success?

By Marlene Large
In 18 Question Series, Blog, Financial Planning, Investing, Live Your Best Life, Personal Finance, Retirement, Success

We all want to be successful. Does wanting something make it happen? What is required to create probable success?

11 Jan

What Is Your True Purpose In Life?

By Marlene Large
In Blog, Financial Planning, Live Your Best Life, Personal Finance

What difference does it make if you know your purpose in life or not? And what does that have to do with financial planning?

27 Oct

Elections & Financial Planning

By Marlene Large
In Blog, Financial Planning, Live Your Best Life, Personal Finance

There are probably things that will happen in our life that are way more substantial to our success than an election. Yet we let the election control us. No matter what your beliefs are, you may win or lose next week. But that doesn’t mean you lose in life!...

01 Oct

Financial Planning Gives You More Time

By Marlene Large
In Blog, Financial Planning, Live Your Best Life, Personal Finance

Financial planning allows you to maximize your time for the things that are most meaningful in your life. You may ask, “How does good financial planning help me have more time?” Well, first you have to get organized.

06 Aug

Financial Readiness

By Marlene Large
In Blog, Financial Planning, Live Your Best Life, Personal Finance

What does “financial readiness” mean? Many people say, “Well, that’s having the perfect portfolio.” Some say that you have to outsmart and predict the market. Some say that it’s the ability to be agile enough to adjust when things go