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      • Craig’s Team
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Blog

23 Jan

Emotion vs. Systematic…The battle of our nation!

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
Who will win in your life? Will you become a statistic that the majority of people in the richest country in the world retire with less than $50,000 in the bank? Success…… is that created from emotion. When we are emotional
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09 Jan

Will this be the beginning or the end?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
It is interesting where you learn something.  I was sitting in a meeting, bored, tired and only half listening when the speaker said how the word ought is the most useless word in the English language.  That got my mind
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22 Dec

Myth #10 I Can’t Afford to Save

  • By Marlene Large
  • In Blog, Financial Myths Series, Financial Planning, Investing, Personal Finance, Success
Financial Myth’s Blog Series - Unfortunately, much of the information relating to money that permeates our thinking as individuals and as a society is based on myths.
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06 Dec

Myth #9 Greater Risk Generates Greater Returns

  • By Marlene Large
  • In Blog, Financial Myths Series, Financial Planning, Investing, Personal Finance, Success
Financial Myth’s Blog Series - Unfortunately, much of the information relating to money that permeates our thinking as individuals and as a society is based on myths.
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23 Nov

Myth #8 I Can Beat the Market

  • By Marlene Large
  • In Blog, Financial Myths Series, Financial Planning, Investing, Personal Finance, Success
Financial Myth’s Blog Series - Unfortunately, much of the information relating to money that permeates our thinking as individuals and as a society is based on myths.
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28 Oct

Myth #7 The Best Investment Is…

  • By Marlene Large
  • In Blog, Financial Myths Series, Financial Planning, Investing, Personal Finance, Success
Financial Myth’s Blog Series - Unfortunately, much of the information relating to money that permeates our thinking as individuals and as a society is based on myths.
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16 Oct

Learn how to access Cash Flow reports, Net Worth Statements and other reports in Track My Wealth

  • By Marlene Large
  • In Training Videos, Video
Visit our YouTube channel  Check out other Training Videos 
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16 Oct

Learn how to see a list of your Advisors in Track My Wealth

  • By Marlene Large
  • In Training Videos, Video
Visit our YouTube channel  Check out other Training Videos 
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16 Oct

Learn how to access the Vault and an index of everything in your Track My Wealth Vault

  • By Marlene Large
  • In Training Videos, Video
Visit our YouTube channel  Check out other Training Videos 
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16 Oct

Learn how to Upload, Download, Save, Print and Email documents to and from your Track My Wealth Vault

  • By Marlene Large
  • In Training Videos, Video
Visit our YouTube channel  Check out other Training Videos 
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Categories

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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