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Blog

17 Jun

You are owed what?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Planning
It is interesting how our attitudes dictate actions.  My job is to help people be prudent, but what does “prudence” mean?  It means being reasonable with your actions and desires so that we put probability of success on our side.
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05 Jun

Success is Greed?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Self-Help
We left Europe or other places to have independence, to have the ability to stand up for freedom to have the ability to work hard and stretch for success always with the risk of failure. But that is what made
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01 May

Passion

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Self-Help
Is passion a necessity? Maybe not. Maybe we can live our lives without passion. We can go through life living each day because it’s there, not because we want to. Is that the best way? I don’t think so. I
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17 Apr

Planning Your Financial Future

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Planning
It is interesting how we make decisions, take actions and affect our futures.  Most of us are smart people.  We think we have control of our lives, our actions and where we are going.  But do we?  For some reason
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10 Apr

Fixed Rate vs. Adjustable Rate Mortgages

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Planning
Which one is right for you? With the American economy making a slow but steady recovery, it may be a good time to look at getting back into the housing market, be it finding a new home for your family
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03 Apr

Getting the Right Tax Preparation Agent

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Taxes
Tax law is hardly a simple area of study–ask anyone going for their J.D. or Ph.D in the field and they’ll likely tell just how much of a headache it actually is. With tax season underway, we’re starting to see
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27 Mar

Financial Planning: To do or Not to do?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
There is so much to discuss about financial planning. Why do so many fail? Many blame it on the other guy…. on the job opportunity…. on the lack of luck. I wonder? Is it really somebody else’s fault or is
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27 Feb

The Road to Retirement: “Are We There Yet?”

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
Many people preparing for retirement feel like a kid on a road trip. “Are we there yet?” It’s the common feeling of anyone aiming for a destination.  Unfortunately, for many future retirees it can feel like they are that cartoon
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20 Feb

Who have you mentored today?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
It was a cold and windy day today and I found myself outside building a stone fence.  It reminded me why, as our body gets older, there are some things we should quit doing.  But of course if we quit
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06 Feb

Don’t Ignore Social Security

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
It is so easy to ignore that what we do not believe in.  Should Social Security fall into this category?  See, we are told it is broken.  We are told that it will not be there when we need it.
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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