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27 Mar

Financial Planning: To do or Not to do?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
There is so much to discuss about financial planning. Why do so many fail? Many blame it on the other guy…. on the job opportunity…. on the lack of luck. I wonder? Is it really somebody else’s fault or is
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27 Feb

The Road to Retirement: “Are We There Yet?”

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
Many people preparing for retirement feel like a kid on a road trip. “Are we there yet?” It’s the common feeling of anyone aiming for a destination.  Unfortunately, for many future retirees it can feel like they are that cartoon
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20 Feb

Who have you mentored today?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
It was a cold and windy day today and I found myself outside building a stone fence.  It reminded me why, as our body gets older, there are some things we should quit doing.  But of course if we quit
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06 Feb

Don’t Ignore Social Security

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
It is so easy to ignore that what we do not believe in.  Should Social Security fall into this category?  See, we are told it is broken.  We are told that it will not be there when we need it.
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23 Jan

Are you a widow? Or do you know a widow?

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
If so, there are some things that need to be understood: 1. This is not a quick process 2. There is little that needs done immediately 3. Everyone deals with this differently emotionally, physically and spiritually 4. No one really
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16 Jan

If You are Worried About Your Retirement, You Are Not Alone

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
Retirement might be years away for you, but you have this persistent nagging feeling inside. You might even be comparing your financial situation to specific friends, coworkers, or peers around you. You observe that you are the less financially prepared
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02 Jan

4 Ways to Minimize Your Debt Today

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
As of September 2012, the U.S.’s total revolving debt stood at $852 billion (98% of which is made up of credit card debt). The total amount of U.S. consumer debt stood at $2.43 trillion. It’s not a surprise to say
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17 Dec

4 End of the Year Tax Considerations

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
I, for one, am all for paying taxes later.  I’ve never been in the mode to pay my taxes any earlier than I need to. But this year may be different!  It seems to me that it is very apparent
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15 Oct

SUCCESSFUL RETIREMENT……Ready, Set, Hut, Hut……

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
It is football season! Your favorite team is playing. Win, lose or draw most of our financial lives will be the same. It is glorious to go to a fall game. The Excitement, crowd, halftime, tailgating and all the celebration
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25 Sep

Realistic Expectations

  • By Wayne von Borstel CFP®, CKA®, MSFS, ChFC®, CLU®
  • In Uncategorized
The animal species called human? Isn’t it interesting how we react? The emotions that we let control are financial decisions, let control our friendships, our faith and the actions we take. How can we as animals be so emotional, so
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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
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    • Training Videos
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  • Contact