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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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17 Jul

Can You Have Too Much?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Planning, Retirement
It seems like there is always a naysayer telling you what not to do. You may have heard from someone, at sometime, that you should not save into a retirement plan because of taxation, lack of control, or a myriad
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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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  • 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