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The Master’s Minute

Helpful Tools and Tips

Define Your WHY

February 1, 2019 by Garrison R. North

Freedom, flexibility and family. These are the most common words we hear when we talk with our clients about the WHY behind their financial goals. We spend a lot of time talking about these WHYs because we believe that we need to know our clients’ core motivations before we establish financial goals and actions. By discovering the motivation behind the pursuit of your financial goals we can have more impactful… Read More

Filed Under: Behavioral Finance, Blog, Financial Planning, Strategy

Charitable Giving with RMDs

January 15, 2019 by Robert B. Miller

Once you reach age 70½, Uncle Sam wants you to start paying taxes on at least a portion of your IRA or 401k balance. He gets you to do that by requiring you to withdraw a percentage of money from your tax-deferred account, and every dollar that you withdraw from your IRA or 401k is taxed as ordinary income. The minimum amount that you must withdraw each year is not… Read More

Filed Under: Blog, Financial Planning, Strategy

Inheritance in Pennsylvania

November 15, 2018 by Robert B. Miller

When you receive an inheritance in Pennsylvania, along with the good news you might also get some bad news. I have listed some of the good news as well as some of the bad news that accompanies certain assets Pennsylvania residents inherit. Traditional IRA, 401(k), 403(b) Good news: Since there are named beneficiaries, this asset does not pass through probate. You will not owe Pennsylvania state income tax* Bad news:… Read More

Filed Under: Blog, Financial Planning

Being Prepared

November 1, 2018 by Deborah K. Lorah

The news reports this summer of the horrid fire storms in California and the damage that remains in the wake of Hurricanes Florence and Michael have left me wondering what I would do if I had only moments to vacate my home. Would I be prepared to walk out the door confident that I had the most important things with me? That little discussion with myself left me sure that… Read More

Filed Under: Blog, Financial Planning

Debt Considerations

September 17, 2018 by Charles D. Keller

To borrow or not to borrow, that is the question. Today’s blog will provide some thoughts regarding the use of debt. There are many different opinions on this subject. Circumstances and stages of life certainly play a role in these decisions. For example, a younger couple will most likely need a mortgage to buy a house, but those approaching retirement are usually better served by having their home paid for…. Read More

Filed Under: Blog, Financial Planning

The Simple Cash Flow Plan

September 4, 2018 by Garrison R. North

To me, the word budget is not a friendly one. It sounds restrictive and limiting. So when I discuss this topic with clients I prefer to use the term ‘cash flow planning’ instead. Isn’t that more elegant? For our fall blog series, we will be focusing on Household Cash Flow Planning, digging into the tools and strategies we recommend to our clients to create sustainable tracking of your financial goals…. Read More

Filed Under: Blog, Financial Planning

The Challenges of Aging Well

August 1, 2018 by Charles D. Keller

I’ve been blessed by the love and influence of my parents throughout my life. Several years ago we began having some very direct conversations about aging well and the potential risk of one, or both of them, needing care in the future. We spoke honestly and clearly regarding expectations. I’m glad to say that we recently moved my Dad & Mom into a lovely cottage at a local retirement and… Read More

Filed Under: Blog, Financial Planning

A Team Approach

May 1, 2018 by Deborah K. Lorah

It’s probably no secret that the majority of my office mates are deep into sports.  I tend not to share their passion.  I just don’t get it.  But then, they don’t quite understand my obsession for the fiber arts. So when the Bracket for the NCAA Men’s Basketball Tournament (I actually Googled that so I had it correct – that’s how much I am not into sports!), I uttered this… Read More

Filed Under: Blog, Financial Planning

New Tax Law for Business Owners

April 16, 2018 by Garrison R. North

Business owners, take heart!  The Tax Cuts and Jobs Act of 2017 is now in effect and may offer a boost to your bottom line. Changes in the new tax law affect business owners of both large and small companies in significant, and in most cases, positive ways. We will focus on the big picture changes in this blog post. We’ll look first at C corporations which are taxed at… Read More

Filed Under: Blog, Financial Planning

Child Tax Credit Expanded & 529 Plan Changes

April 2, 2018 by Charles D. Keller

Today’s blog focuses on several significant changes that will directly impact those of you who have minor children or grandchildren who are college-age or younger. We will explore the Expanded Child Tax Credit and discuss some significant changes to 529 (College Savings) plans. Under the new tax law, the Child Tax Credit has been expanded from $1,000 per qualified child to $2,000 per child (under the age of 17). In… Read More

Filed Under: Blog, Financial Planning

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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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