We have decided to surround the Thanksgiving Holiday with a blog post series focused on stewardship and generosity. Last week Charlie kicked off the series and mentioned that generous people experience greater contentment and joy in their lives. Today, I am going to dig a little deeper into the research-based benefits of generosity. When we genuinely do something nice for someone else, we typically come away from that experience feeling… Read More

Today’s blog is the first of a short series focusing on stewardship and generosity. The two featured topics are so fundamental to how we view financial planning at Master’s Advisors. Maybe it’s possible to do adequate financial planning without considering stewardship and generosity; but it will surely pale in comparison to planning that is centered on these two vital beliefs. We are passionate about incorporating both into your personal financial… Read More

What do most financial plans and crock pots have in common? Stumped? Here is the answer: when working with both items, people tend to “set it and forget it”. When using a crock pot, this should work out just fine. When it comes to your finances, however, the opposite is true. We live in a very dynamic world. Given the ever-changing nature of our lives, being proactive is wise. Here… Read More

At Master’s, our tagline is “Managing Wealth for a Life of Purpose”. I recently had several conversations about finding purpose in life. Retirement is often viewed as a panacea for the stress and struggles that come with fulltime employment. We imagine that waking up whenever we want and not having a lengthy list of tasks and deadlines will be fabulous. In addition, we can fill our schedules with all the… Read More

One week ago today, we had our annual Master’s Planning Day. As Jon wrote about in last week’s blog, this is a day set aside to focus on building deeper relationships with our team, hear input from everyone, and brainstorm about how we can serve you even better. I love that we begin that day with all of our team members around the table. We enjoy being together; it’s so… Read More

Often, we hear the phrase: “If it isn’t broken, don’t fix it.” While there are some circumstances when this advice could possibly be helpful, there are other aspects of our lives where this advice should not be followed. One that comes immediately to my mind is relationships. Whether it be a marriage, a parent-child relationship, a friendship, or a business partnership, it is vital that we all continue to invest… Read More