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31 Aug

Secrets of the Successful – #4

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Live Your Best Life, Success
A friend, mentor, and father like figure to me in business was Jack Howe. Some would say that he was not easy to get along with, some would say he pushed too hard. But what he possessed was determination. He
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08 Jul

Secrets of the Successful – #3

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Leadership, Live Your Best Life, Success
Do you find yourself searching or wondering what your true talent is? Do you think that maybe if you can uncover your true talent you will find the right job, the right opportunity, or that special circumstance that will be
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23 Jun

Secrets of the Successful – #2

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Leadership, Live Your Best Life, Self-Help
As human beings we want to feel we belong. After all, being part of the group is instinctual to our survival. We are taught from a young age to not make a scene, to be mindful of what we say
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26 May

Secrets of the Successful – #1

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Live Your Best Life
I’ve been in financial services for over 30 years. When you do something for that long the patterns emerge and you see why things are the way they are. I’ve had the privilege of getting to know hundreds of successful
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08 Apr

Spring Cleaning for Your Financial Closet

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Live Your Best Life, Personal Finance, Self-Help
  I suppose it is human nature to want to clean our homes when spring comes. I was reading somewhere that 77% of Americans spring clean. Wow! This means all across the country people are cleaning behind the furniture, washing
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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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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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02 Jan

Resolutions?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Budget, Live Your Best Life, Personal Finance
  It’s that time of year again. When we focus on doing something in the short-term in hopes it will make a significant difference in the long-term. What are your New Year’s resolutions? For many of us it’s to lose
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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