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The Master’s Minute

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The Master’s Minute – Tax Changes That Impact You in the OBBBA | 2025 Tax Series

September 2, 2025 by Garrison R. North

On July 4th, the One Big Beautiful Bill Act (OBBBA) was signed into law, and with it came a number of changes for current and future tax law. Over the next four weeks, we will break down these changes and how they will impact tax planning for our clients going forward. In Part I of our series, we focus on the big picture changes that the bill signed into law…. Read More

Filed Under: Business Owners, General Knowledge, High-Earning Professionals, Master's Minute, Retirement

The Master’s Minute – Alternative Investments in 401(k) Plans: The Impact of the Recent Executive Order

August 26, 2025 by Jonathan Thompson

Image of a hand over paper charts and graphs with puzzle pieces and a red pen working on their 401k changes. The puzzle pieces say stocks, bonds, and on the paper is written alternative investments.

On August 7th of 2025, President Trump issued an executive order with the intent to allow defined contribution plans, such as 401(k)s, to include alternative investments as an available investment option in their fund lineups alongside more traditional equity and fixed income funds. 401(k) plans are essential and powerful parts of many retirement strategies. It’s important to understand any changes that impact them and any potential benefits or risks that… Read More

Filed Under: Business Owners, General Knowledge, High-Earning Professionals, Master's Minute, Retirement

The Master’s Minute – Types of Life Insurance | Series Part IV

August 15, 2025 by Jonathan Thompson

By now, we hope you recognize the important role that life insurance plays in a financial plan. For this final installment in our series, we want to answer the question: What type of policy is right for me? The goal of today’s blog is to provide an initial framework for how to begin thinking about this question. We’ll discuss the basic types of life insurance, and move into how to… Read More

Filed Under: Business Owners, General Knowledge, High-Earning Professionals, Master's Minute

The Master’s Minute – Does Life Insurance Build Wealth? | Series Part III

August 12, 2025 by Charles D. Keller

An umbrella shelters a small tree on a pile of coins, representing the protection of life insurance for the building wealth article.

  Today’s blog post begins by asking a fundamental financial planning question: Does life insurance build wealth? Or, to make it more personal, you might be asking: Should I use a life insurance policy as a long-term investment? To answer these questions, we need to first understand some regulatory compliance issues and essential cautions that you need to know before purchasing certain kinds of life insurance. These are great questions…… Read More

Filed Under: Business Owners, General Knowledge, High-Earning Professionals, Master's Minute

The Master’s Minute – Transitioning Your Business: Succession Planning Essentials

May 13, 2025 by Garrison R. North

Business owners handing off a baton, symbolizing succession planning.

Every business owner eventually reaches the point where it is time for them to exit their business. Ideally, this exit is a voluntary one that is planned out and in line with the goals of the owner. However, exits can also be forced, either due to health, age, or trouble with the business. The importance of succession planning for business owners, even if they are still years away from their… Read More

Filed Under: Business Owners, Master's Minute

The Master’s Minute – Regular Investment Analysis and You

April 22, 2025 by Charles D. Keller

Couple with their financial advisor talking about investment analysis, smiling.

Your portfolio may seem to be running at peak efficiency, but how do you know for sure? Regular investment analysis is an essential piece of the puzzle. Personal financial planning, or business planning, will always be the primary focus of our relationship with you. Does that make our investment management unimportant? Certainly not! Perhaps you can think of it this way: financial planning is “the vehicle” that gets you where… Read More

Filed Under: Business Owners, General Knowledge, High-Earning Professionals, Master's Minute

The Master’s Minute – Cash Reserves: The Reasons for Liquidity

April 15, 2025 by Garrison R. North

Master's Wealth Management logo over a stack of 100 dollar bills.

For any business owner, cash flow is always a topic that is top of mind. Between managing inventory, accounts receivable, and lines of credit, the old adage stays true “cash is king!”   One of the challenges faced by business owners is how to balance the cash needs of the business with their personal financial goals, including cash reserves.   A well-run, privately held business is likely the best investment available to… Read More

Filed Under: Business Owners, Master's Minute

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