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    • Why Work with Us
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13 Oct

7 Ways We Blow Up Our Bus

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Planning, Self-Help
In a prior post, I compared the journey of our lives to that of a bus trip, and discussed how important it is to assess who we’ve invited to join us. Those on our bus can either add energy to,
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09 Sep

Who’s On Your Bus?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Self-Help
We have learned through the years that being positive, sleeping well, eating right, and exercising greatly impact our overall well-being. But, there’s a more significant factor shaping your ability to live the life you want. So, I ask, “Who’s on
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20 Aug

Boring, but Irrelevant?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Planning, Self-Help
The other day someone challenged my wisdom, or at least what I was proposing, and declared it to be irrelevant to young people – those under 45. Maybe because what I believe in, whether regarding my Christian faith or money, isn’t
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06 Aug

Your Four Choices

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Self-Help
What did you do with your tax refund? Do you remember? With every dollar, we have only four choices; spend, save, invest, or to give it away. So where did it all go? A couple of months ago, I saw
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11 Jul

35 Years

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Self-Help
What is persistence?  Could it mean that you believe in something so strongly that you stay the course, no matter what the outside influences or powers that draw you in different directions?  The other day, my wife and I celebrated
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17 Jun

When You Can’t Have it Your Way

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Investing, Planning, Self-Help
How often are we misled by our desire to feel good? How many times do we make decisions to satisfy our short-term wants only to sacrifice our ability to achieve long-term success? When we hire someone to provide a service,
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15 May

Money, Integrity and Your Kids

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Money and Your Kids, Self-Help
I was asked to comment on a story about how honest you should be with your kids about money. Should you tell them how much the car costs? Should you tell them how much money you make? In my opinion,
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03 Apr

6 Excuses to Postpone Savings

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Budget, Retirement, Self-Help
The following is an excerpt from The Truth Project: Finding the Courage to Ignore Wall Street by Wayne von Borstel. Financial success has zero percent correlation to how much a person earns; it has one hundred percent correlation to how
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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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05 Jun

Success is Greed?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Self-Help
We left Europe or other places to have independence, to have the ability to stand up for freedom to have the ability to work hard and stretch for success always with the risk of failure. But that is what made
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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