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    • Why Work with Us
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15 Jul

A Lesson of History

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog
A Lesson of History – Don’t Fall Victim to A Classic Blunder! As the year marches on, I’m up to Book Number 24. It happens to be Will Durant’s The Reformation: The Story of Civilization Part VI. The book, originally
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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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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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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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  • 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