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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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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 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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  • 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