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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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27 Oct

Elections & Financial Planning

  • By Marlene Large
  • In Blog, Financial Planning, Live Your Best Life, Personal Finance
There are probably things that will happen in our life that are way more substantial to our success than an election. Yet we let the election control us. No matter what your beliefs are, you may win or lose next week. But that doesn’t mean you lose in life!...
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01 Oct

Financial Planning Gives You More Time

  • By Marlene Large
  • In Blog, Financial Planning, Live Your Best Life, Personal Finance
Financial planning allows you to maximize your time for the things that are most meaningful in your life. You may ask, “How does good financial planning help me have more time?” Well, first you have to get organized.
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06 Aug

Financial Readiness

  • By Marlene Large
  • In Blog, Financial Planning, Live Your Best Life, Personal Finance
What does “financial readiness” mean? Many people say, “Well, that’s having the perfect portfolio.” Some say that you have to outsmart and predict the market. Some say that it’s the ability to be agile enough to adjust when things go
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19 Nov

Like Sands Through the Hourglass

  • By Craig Smith, CFP®, CFA®, CKA®
  • In Blog, Financial Planning, Live Your Best Life, Personal Finance
It’s 1989, and I’m 9 years old.  My parents worry about kids ending up on a milk carton, yet they let me walk to and from grade school.  A journey of about three blocks, but it was an adventure!  They
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28 Sep

Perception vs. Reality

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Investing, Personal Finance
It is amazing how often our perception…which may, or may not be, based on fact…becomes our reality. What we all believe is true is biased and formed by where we’ve grown up, how we were raised, our experiences, our education
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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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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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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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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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  • 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