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  • Home
  • About
    • Why Work with Us
    • Aligning Values, Vision and Wealth
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    • Meet Craig Smith
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      • Wayne’s Team
      • Craig’s Team
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04 Dec

5 Ways to Make a Happier Holiday

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Budget, Self-Help
Yes, I know for many of you, it’s too late. You got up early Black Friday and fought the crowds or spent most of your day Cyber Monday shopping online. Did you get wrapped up in the emotion of the
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25 Nov

How to Invest for the Next 100% Swing

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing
I could sit here tonight and write about what the markets will do tomorrow. There’s a good chance that what I write will be correct. And if I was right, would you attribute that to brilliance or luck? We would
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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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09 Sep

Who’s On Your Bus?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Self-Help
We have learned through the years that being positive, sleeping well, eating right, and exercising greatly impact our overall well-being. But, there’s a more significant factor shaping your ability to live the life you want. So, I ask, “Who’s on
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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