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  • Home
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    • Why Work with Us
    • Aligning Values, Vision and Wealth
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    • Meet Craig Smith
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      • Craig’s Team
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24 Mar

Intentional Purposeful Giving

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Giving, Live Your Best Life
I suppose every day we give. We open the door for the person coming through. We smile at someone walking by. We do an errand for a friend or loved one.  Those are all forms of giving and they benefit
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23 Feb

Do Financial Contradictions Affect Your Life?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Live Your Best Life, Personal Finance
We know what contradictions are, but what are financial contradictions? They are thoughts, feelings and actions regarding your investments and financial plans in the short-term that oppose what you set out to achieve with the same investments and strategies over
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11 Feb

The Front Porch

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Live Your Best Life
Recently, my father passed away at 94. Considering that his friends were all dead, the church was fairly full. The Legion attended with a military squad. The Navy played “Taps” and conducted a flag ceremony which ended with the presentation
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27 Jan

13 Tax Savings You Don’t Want to Miss

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Personal Finance, Taxes
It’s a new year and it’s getting close to tax time. Most of us are busy and ignoring what needs our attention. If you are one of those rushing to the post office with your return on April 15th, that’s
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20 Jan

The Market is Down, So Now What? 6 Actions to Bring Sanity to Your Investing!

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Investing
The market is down. There are articles and comments in social media saying it’s going to go down 90%, 40%, 60% in 2016! Who can tell you what the market is going to do tomorrow? No one. Now 300,000+ brokers
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18 Dec

The Best Gift

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Live Your Best Life
My grandmother, Elsie Jenkins, died twenty years ago at the age of 102. She inspired much of what I do today. She was my biggest cheerleader and a woman to be admired. In my mind as a grandchild, she was
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10 Dec

Social Security – The Rules Have Changed

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Retirement
Social Security for many people is their only source of retirement income and for most it represents one of their larger retirement assets. The rules have changed! In November, a law was passed that removes two popular social security claiming
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24 Nov

5 Steps to Spend Less and Give More

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Budget, Giving, Personal Finance
It is interesting to me how many people do not enjoy Christmas nor the holidays at this time of year. How is it that a time that is to be celebrated and is advertised to be so happy is sometimes
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09 Nov

Emotions: Friend or Foe?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Investing, Personal Finance
Do you understand your emotions? My job as a financial planner is to find ways to help you control your emotions and the ensuing self-defeating actions that can negatively impact your financial potential. Let’s list some emotions that can impact
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19 Oct

Do You See the Forest, Yet Ignore the Trees?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Estate Planning, Personal Finance
How many times have you heard the phrase, “Can’t see the forest for the trees?” This refers to being so focused on the small details that someone fails to see the larger picture. In my experience, I’ve found that when
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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