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    • Why Work with Us
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      • Craig’s Team
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06 Nov

7 Fears that Lead to Less

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Planning, Self-Help
It’s interesting that, by majority, we feel really intelligent. Most of us believe that we are above average in our thought processes and how we make decisions. Yet, this over-reliance on our own thought processes is what has caused the
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13 Oct

7 Ways We Blow Up Our Bus

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Planning, Self-Help
In a prior post, I compared the journey of our lives to that of a bus trip, and discussed how important it is to assess who we’ve invited to join us. Those on our bus can either add energy to,
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16 Sep

The Rock-Paper-Scissors of Estate Planning

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Estate Planning
Do you remember the game Rock-Paper-Scissors? Perhaps you’re still playing. Sometimes when we simplify things, they make more sense. I’m going to simplify some aspects of estate planning using the rules from Rock-Paper-Scissors. Remember, paper trumps rock, rock trumps scissors,
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20 Aug

Boring, but Irrelevant?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Planning, Self-Help
The other day someone challenged my wisdom, or at least what I was proposing, and declared it to be irrelevant to young people – those under 45. Maybe because what I believe in, whether regarding my Christian faith or money, isn’t
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06 Aug

Your Four Choices

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Self-Help
What did you do with your tax refund? Do you remember? With every dollar, we have only four choices; spend, save, invest, or to give it away. So where did it all go? A couple of months ago, I saw
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11 Jul

35 Years

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Self-Help
What is persistence?  Could it mean that you believe in something so strongly that you stay the course, no matter what the outside influences or powers that draw you in different directions?  The other day, my wife and I celebrated
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17 Jun

When You Can’t Have it Your Way

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Planning, Self-Help
How often are we misled by our desire to feel good? How many times do we make decisions to satisfy our short-term wants only to sacrifice our ability to achieve long-term success? When we hire someone to provide a service,
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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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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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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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  • 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