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Blog

03 Apr

6 Excuses to Postpone Savings

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Budget, Retirement, Self-Help
The following is an excerpt from The Truth Project: Finding the Courage to Ignore Wall Street by Wayne von Borstel. Financial success has zero percent correlation to how much a person earns; it has one hundred percent correlation to how
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20 Mar

Hope Springs Eternal

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Planning, Self-Help
Isn’t happiness built on optimism?  After all, aren’t we happier if we believe our spouse loves us, that we are good at what we do, and that we make a difference in the lives of others?  We can’t always know
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13 Mar

19 Ways to Minimize Taxes

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Taxes
The word “taxes” causes much controversy.  Those who have little, think those who have plenty, should pay more.  Those who have plenty, think those who have little, should take less.  Few of us want to pay more than our fair
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27 Feb

Why Widows Leave

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Estate Planning, Transition Planning
  There’s an obvious issue if research tells us that 70% of widows seek out new financial advisors after their husbands’ death. Part of the problem is that many of my peers have spent years developing relationships with only one
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03 Feb

Super Bowl Party

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Retirement
It’s amazing all the money and time that’s spent on one game. Personally, fertilizing my trees will have more effect on the rest of my year than the winner or loser of “A GAME”. So why do we spend so
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02 Jan

Resolutions?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Budget, Live Your Best Life, Personal Finance
  It’s that time of year again. When we focus on doing something in the short-term in hopes it will make a significant difference in the long-term. What are your New Year’s resolutions? For many of us it’s to lose
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09 Dec

5 Holiday Gifts for Everyone on Your List

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Budget
It’s that time of year again when we throw our budgets on the backburner in hopes of fulfilling every want of those we love. So many of us become obsessed with holiday shopping that we end up spending thousands of
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26 Nov

Stop It! Just Stop It!

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Planning
Every day we are engaged in a battle.  You may not realize it but every day there’s a war being waged against you, your lasting happiness and financial success.  It’s the War for Your Wallet.  How many battles have you
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22 Nov

The Most Important Dress Rehearsal

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Planning
Benjamin Franklin said it best, “In this world nothing can be said to be certain, expect death and taxes.” We prepare for our taxes every year.  We also prepare for every major life event, including our graduation, marriage, and the
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29 Oct

Our Retirement Reality

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Planning
We are all unique. Our differences are vast and we don’t always agree. However, in many ways we are also similar. Most of us want to retire. If retirement is a focus for so many, or maybe has become an
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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