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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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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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20 Mar

Hope Springs Eternal

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Planning, Self-Help
Isn’t happiness built on optimism?  After all, aren’t we happier if we believe our spouse loves us, that we are good at what we do, and that we make a difference in the lives of others?  We can’t always know
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26 Nov

Stop It! Just Stop It!

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Planning
Every day we are engaged in a battle.  You may not realize it but every day there’s a war being waged against you, your lasting happiness and financial success.  It’s the War for Your Wallet.  How many battles have you
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22 Nov

The Most Important Dress Rehearsal

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Planning
Benjamin Franklin said it best, “In this world nothing can be said to be certain, expect death and taxes.” We prepare for our taxes every year.  We also prepare for every major life event, including our graduation, marriage, and the
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29 Oct

Our Retirement Reality

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Planning
We are all unique. Our differences are vast and we don’t always agree. However, in many ways we are also similar. Most of us want to retire. If retirement is a focus for so many, or maybe has become an
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17 Jun

You are owed what?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Planning
It is interesting how our attitudes dictate actions.  My job is to help people be prudent, but what does “prudence” mean?  It means being reasonable with your actions and desires so that we put probability of success on our side.
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17 Apr

Planning Your Financial Future

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Planning
It is interesting how we make decisions, take actions and affect our futures.  Most of us are smart people.  We think we have control of our lives, our actions and where we are going.  But do we?  For some reason
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10 Apr

Fixed Rate vs. Adjustable Rate Mortgages

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Planning
Which one is right for you? With the American economy making a slow but steady recovery, it may be a good time to look at getting back into the housing market, be it finding a new home for your family
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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