Read the video transcript: Charlie: So Lyle, we find ourselves prepping for fourth quarter meetings, and in our total wealth management process, one of the items we hit fourth quarter as we talk with clients is generosity. And that’s something that I know is really important to you. It’s important to me. It’s been important to Master’s. Tell us a little bit about that. Lyle: Yeah, I think there’s a… Read More
Last week’s video blog by Garry and Lyle emphasized The Value of Advice. During that blog conversation, Garry shared an example of seeking advice from a trusted friend, who genuinely cared about him and had only his best interest in mind. The result of that conversation gave Garry affirmation and confidence to proceed with his financial decision. In today’s blog, I would like to emphasize another essential element to consider… Read More
On or around April 15th every year, many people rush to file their annual income tax returns and make last-minute prior year IRA contributions. However, the past two years have been different. Last year, the tax return deadline was moved to July 15th, 2020. And this year, the deadline has been moved to May 17th, 2021. When implementing these deadline extensions, the IRS has also opted to extend the deadline… Read More
“If there were no change, there would be no butterflies.” – Walt Disney In case you have not noticed, the world, in dealing with a pandemic, has changed. We have had to learn a new language: social distancing, flattening the curve, herd immunity, super spreader events. Some have had to learn new jobs on the fly if there were children in the household: math teacher, tech support, lunch lady, activities… Read More
It is not uncommon these days to receive less than exceptional customer service when trying to get something corrected or accomplished. We’ve become accustomed to poor service and, for the most part, expect it. This is number three out of a four-part blog series discussing Master’s core values, and today we are looking at Conscientious. We describe conscientious as pursuing nothing but our best work with diligence. Being conscientious means… Read More
Last night I re-read a book a friend gave me, entitled, “Children’s Letters to God.” It’s a little book and a quick read, and it never fails to make me smile. Such innocence and honesty. My attention was drawn to one prayer written by Joyce. In my mind’s eye, Joyce was six years old when she wrote: “Thank you for the baby brother, but what I prayed for was a puppy.” The visual… Read More
