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    • Why Work with Us
    • Aligning Values, Vision and Wealth
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      • Craig’s Team
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29 May

The Importance of Planning

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
What is investing? Is it the buying of one stock, gambling on the future of that company and the regulations that govern it, the competition that is unknown, and the price of the stock that is more controlled by unknown
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20 Mar

Are you Prepared?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
Thunder storms, lightning, rain and wind….. maybe some hail. This is a part of summer and warmer weather. Now depending on whether you are traveling, farming, just living or maybe even on vacation you will react to the thunder storm
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20 Feb

Are You Playing The Game To Win?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
Change is interesting isn’t it? We just had a new election and really with all the money, noise and expectation it is much the same at the end. For some of us that is a positive and for some of
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06 Feb

Be Unemotional!

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
We are smart people. We are experienced, educated, well read and have more information available to us than ever before in previous decades. If this is the case, why do so many continue to want to make financial decisions based
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23 Jan

Emotion vs. Systematic…The battle of our nation!

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
Who will win in your life? Will you become a statistic that the majority of people in the richest country in the world retire with less than $50,000 in the bank? Success…… is that created from emotion. When we are emotional
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09 Jan

Will this be the beginning or the end?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
It is interesting where you learn something.  I was sitting in a meeting, bored, tired and only half listening when the speaker said how the word ought is the most useless word in the English language.  That got my mind
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11 Sep

How Much is Enough?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Uncategorized
In a recent meeting, my clients and I discussed their desire to leave 10% of their estate to charity and the rest to their children. Their financial success is significant, not like you read about in the news, yet charity
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26 May

Why I Still Wear a Tie

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Uncategorized
It’s interesting that as life goes on, I watch myself get old. Today at 60, many things have changed. Cars are faster and more efficient, people are busier, communication is immediate, and we are much more casual in how we
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15 May

Diversification Means Never Being the Best

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Blog, Investing, Uncategorized
Most have learned about the benefits of having a diversified portfolio. We know intellectually that we should diversify our portfolios. But why does having a diversified portfolio mean we never get the highest possible return? There’s always an asset class,
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24 May

What it Means to be Patriotic

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
Patriotism means different things to different people. It may depend on the country you’re from, the region you live, or maybe even the clan that you belong to. When I talk about being patriotic I think of my country, The
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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