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Blog

30 Jan

The Tax Season Cometh: Putting your refund to work for you

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Taxes
With tax season just around the corner and the IRS having just released information that it plans to issue refunds about as quickly as it did last year (9 out of 10 refunds released in under 21 days (www.irs.gov) ),
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23 Jan

Are you a widow? Or do you know a widow?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
If so, there are some things that need to be understood: 1. This is not a quick process 2. There is little that needs done immediately 3. Everyone deals with this differently emotionally, physically and spiritually 4. No one really
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16 Jan

If You are Worried About Your Retirement, You Are Not Alone

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
Retirement might be years away for you, but you have this persistent nagging feeling inside. You might even be comparing your financial situation to specific friends, coworkers, or peers around you. You observe that you are the less financially prepared
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02 Jan

4 Ways to Minimize Your Debt Today

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
As of September 2012, the U.S.’s total revolving debt stood at $852 billion (98% of which is made up of credit card debt). The total amount of U.S. consumer debt stood at $2.43 trillion. It’s not a surprise to say
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17 Dec

4 End of the Year Tax Considerations

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
I, for one, am all for paying taxes later.  I’ve never been in the mode to pay my taxes any earlier than I need to. But this year may be different!  It seems to me that it is very apparent
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15 Oct

SUCCESSFUL RETIREMENT……Ready, Set, Hut, Hut……

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
It is football season! Your favorite team is playing. Win, lose or draw most of our financial lives will be the same. It is glorious to go to a fall game. The Excitement, crowd, halftime, tailgating and all the celebration
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25 Sep

Realistic Expectations

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
The animal species called human? Isn’t it interesting how we react? The emotions that we let control are financial decisions, let control our friendships, our faith and the actions we take. How can we as animals be so emotional, so
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15 Aug

Wayne’s World is going Blog!

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
 It is with great interest that I have become a part of the “blog” world!  If you told me years ago I would ever do this I would have laughed.  But today I feel that I have a lot to
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23 May

Don’t forget your map

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
What is planning?  Why should I plan?  You can’t find the time?  Maybe tomorrow?  Are these all thoughts that you’ve had when you are thinking of doing planning? Do you know friends that convince themselves planning is not necessary or
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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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