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  • Home
  • About
    • Why Work with Us
    • Aligning Values, Vision and Wealth
    • Meet Wayne von Borstel
    • Meet Craig Smith
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      • Wayne’s Team
      • Craig’s Team
    • Books
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26 Jan

Have You Heard of a QCD?

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog, Giving, Taxes
Not KFC.  Not QFC.  A QCD, also known as a Qualified Charitable Distribution. With the changes to the tax code for 2018, it’s possible that your charitable contributions will no longer result in a reduction of your tax liability. The
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12 May

What Would You Do?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Estate Planning, Giving, Live Your Best Life
What is life? We’re born, go to school, get a job, get married, have kids, retire and die. Is this all it is? A few days ago, I reached out to a client and left a message just to check-in.
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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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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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24 Mar

The True Meaning of Wealth

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Estate Planning, Giving
Recently, Marta and I took a trip to Indonesia where we visited an orphanage we support, and also to Papua to see the progress of several schools we are building. It is interesting how our faith expands as we go
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13 Mar

A Few Good People

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Giving, Self-Help
I was talking to a young man this afternoon about doing a job for my wife and me. He is probably the hardest working person I’ve ever been around – smart, caring, and just a nice young man. He did
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12 Jan

Oregon Football

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Giving
Oregon is playing in the national championship. What a great privilege for the state of Oregon to have someone in that game. I know lots of people have made Oregon football a big priority in their lives.  I too enjoy
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04 Jun

Want to Feel Good? Give a Hand Up

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Giving, Money and Your Kids, Planning
The other evening I gave thirteen scholarships to high school seniors headed to college. As part of our scholarship application process, each student needs to submit a paper on how they plan to change the world. I had the privilege
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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