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Blog

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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14 Jul

Everything You Own

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog
Everything You Own A realtor friend jokingly congratulated me on purchasing my home in 2009 by saying, “Welcome to the class of ‘home-moaners’!”. Get it? Homeowners constantly moan about their property’s maintenance, upkeep, and to-dos. If you’ve owned a home
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15 Jun

Thoughts or Strategies?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog
Thoughts or Strategies? Which is worth more? Many people have thoughts about financial plans. They have opinions that they’re willing to give you. But is that what you want to build your future on? Probably not. I have many thoughts
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29 May

The Importance of Planning

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
What is investing? Is it the buying of one stock, gambling on the future of that company and the regulations that govern it, the competition that is unknown, and the price of the stock that is more controlled by unknown
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15 May

6 Ways to Increase Your Probability of Success

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Investing, Planning, Retirement
I recently talked with a man that was almost irrational with anger. Something else had performed better than his portfolio. In his career he had been a perfectionist and only the best was ever acceptable. If you only accept being
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01 May

What was the Price of Today? Who Paid?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Live Your Best Life
I was driving through the Columbia River Gorge towards Portland, Oregon and it struck me once again, as it often does, that life is beautiful! You know what else is beautiful? Freedom. Freedom equals choices, choices equal action, action equals
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03 Apr

8 Ways to Maximize Your Child’s Financial Potential

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Education Planning, Self-Help
I believe we live in the greatest country in the world, but I do not believe that success comes without hard work, commitment and some degree of risk.  If our children grow up thinking that success, particularly financial success, is
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20 Mar

Are you Prepared?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
Thunder storms, lightning, rain and wind….. maybe some hail. This is a part of summer and warmer weather. Now depending on whether you are traveling, farming, just living or maybe even on vacation you will react to the thunder storm
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20 Feb

Are You Playing The Game To Win?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
Change is interesting isn’t it? We just had a new election and really with all the money, noise and expectation it is much the same at the end. For some of us that is a positive and for some of
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06 Feb

Be Unemotional!

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
We are smart people. We are experienced, educated, well read and have more information available to us than ever before in previous decades. If this is the case, why do so many continue to want to make financial decisions based
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Categories

  • 18 Question Series (17)
  • Blog (96)
  • Budget (6)
  • Education Planning (1)
  • Estate Planning (5)
  • Financial Myths Series (10)
  • Financial Planning (36)
  • Giving (8)
  • Investing (50)
  • Leadership (3)
  • Live Your Best Life (40)
  • Money and Your Kids (3)
  • Personal Finance (42)
  • Planning (18)
  • Retirement (10)
  • Self-Help (21)
  • Special Guest Blog (1)
  • Success (33)
  • Taxes (6)
  • Training Videos (7)
  • Transition Planning (1)
  • Uncategorized (22)
  • Video (5)

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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