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The Master’s Minute

Helpful Tools and Tips

Between Two Guardrails

January 10, 2023 by Garrison R. North

  If we had to pick one overarching metric to a successful financial plan, it would be that our clients do not run out of money. Most of the long-term cash flow planning we do for clients focuses on them not running out of money. A plan is deemed successful if they are projected to still have money in the bank at the end of their life. Certainly, this is… Read More

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Retirement Planning Enhancements – SECURE Act 2.0

January 3, 2023 by Lyle E. Hershey

On December 23, the US House of Representatives passed a bill known as the SECURE Act 2.0 nearly three years to the day of them passing the original SECURE Act. The original bill was passed at the end of 2019 and brought a broad array of changes to the retirement planning landscape, including raising the Required Minimum Distribution (RMD) age to 72 and eliminated the ‘stretch IRA’ for non-spouse beneficiaries…. Read More

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Permission to Spend

December 20, 2022 by Garrison R. North

As financial planners, we spend a lot of time talking about the best way to save and invest our clients’ money. A healthy savings rate, no matter your income level, is one of the keys to building a successful long-term financial plan. However, there are also times when we must encourage our clients to spend money! Whether it is a special vacation, a family event, or a long-anticipated goal, it… Read More

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Investing Strategy: Key Factors to Consider

December 13, 2022 by Jonathan Thompson

If the year 2022 has shown us anything, it is that investing in the stock and bond markets is subject to risk. If the markets continue their current trajectory through December 31, the year 2022 will be the first year since 1969 that both the stock market and the bond market ended a calendar year with negative returns. I mention this to draw attention to a few important reminders that… Read More

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5 Things to Keep in Mind About Year-End Giving

December 6, 2022 by Lyle E. Hershey

As we officially enter the Christmas season and year-end is in sight, charitable giving becomes more of a focus for many people. It seems like there is some debate about how much of total charitable giving happens in December, but it clearly is the highest percentage month of giving for the year. As you make year-end giving preparations, here are five things to keep in mind. Giving appreciated securities to… Read More

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Weather The Storm

November 30, 2022 by Garrison R. North

It is no secret that 2022 has been a challenging year for investors. Both stocks and bonds are negative for the year, something that has only happened two times (1931 and 1969) in market history. These types of years in the market do not come often, but when they do, it can be difficult to know how to react and navigate the choppy waters wisely. Our adage for the year… Read More

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Thanksgiving: A Time of Grateful Reflection

November 22, 2022 by Jonathan Thompson

I do not know about you, but it is hard for me to believe that Thanksgiving is already here, and Christmas is just around the corner! Personally, I love this time of year! I enjoy the food and the rich times spent with family and friends. My wife and I have three kids, ages 5, 4 and 2, so getting to see the holiday season through the eyes of little… Read More

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The Master’s Minute – Solution Maker Verses Journey Taker

November 15, 2022 by Lyle E. Hershey

At our recent Advisor Group Conference in San Antonio that Charlie wrote about last week, Malcolm Gladwell, the esteemed author and speaker, kicked off the event on Wednesday evening. During his address, he discussed the differences between puzzles and mysteries. To solve a puzzle, we typically just need the right information and ability to sequence it in the proper order. On the other hand, a mystery is not about having… Read More

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The Master’s Minute – Always Improving. Always Getting Better!

November 15, 2022 by Charles D. Keller

This past week was not a typical week at Master’s Advisors. Seven of our team members were attending a large Advisor Group Conference in Texas. Deb and I did our best to “hold down the fort” while they were gone. Conference events like this one provide industry-leading thoughts and ideas related to advanced planning & client servicing, back-office resources, and cutting-edge technology, and more. Participating in events like this one… Read More

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The Master’s Minute – What is Tax Planning?

November 15, 2022 by Garrison R. North

As we come to the end of the year, we are shifting our focus to year end planning. This involves cash flow allocation, charitable giving, and tax planning. We have a particular focus on tax planning given that taxes are the biggest lifetime expense most of us will pay. As we like to say around the office, pay your taxes to the IRS, but don’t leave them a tip! What… Read More

Filed Under: Master's Minute

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Securities offered through Securities America Inc., member FINRA/SIPC. Master's Advisors is not affiliated with the Securities America companies. Advisory services offered through Securities America Advisors, Inc. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. This communication is strictly intended for individuals residing in the states of CO, DE, FL, IL, IN, KY, MD, ME, NC, NE, NJ, OH, OK, PA, SC, TN, TX, VA, VT, WV, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies,  websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. All images and Content Copyright © 2020 Masters Advisors, Inc. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

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