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  • Home
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    • Why Work with Us
    • Aligning Values, Vision and Wealth
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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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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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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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  • 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