The Master’s Minute – The Risks of DIY Financial Planning
My wife and I welcomed our first child, a daughter, in May of this year! As our anticipation built over the final months and…
The Master’s Minute
Blog
Planning, investing, tax and life notes from the Master’s team.
The Master’s Minute – Planning for the Unexpected
In football, teams don’t draft a backup quarterback hoping the starter gets hurt. But good teams make sure the backup knows the playbook and…
The Master’s Minute – Understanding Pennsylvania Inheritance Tax
There are many privileges to living in our great commonwealth of Pennsylvania. Paying inheritance tax is not one of them! PA is one of…
The Master’s Minute – Estate Planning Essentials: Beneficiaries, Trusts, and Guardianship
Over the years, I’ve talked with many clients and friends who don’t have a formal estate plan, and even fewer have a will. For…
The Master’s Minute – A Healthy Sense of Urgency
Recently, I was having a conversation with a young friend of mine. He & his wife had just welcomed a beautiful baby girl into…
The Master’s Minute – Strategies to Reduce Concentration Risk
Welcome to another installment of the Master’s Minute! Over the past half-decade or so, we have seen remarkable stock price gains in a variety…
The Master’s Minute – False Assumptions: What They Cost Your Retirement Plan
During our family’s recent vacation, we were eating at an outdoor restaurant, watching a pigeon gather sticks for a nest. An unkempt man walking…
Headline: The Master’s Minute – Loving Life at The Mill… a Place to Call Our Own!
It has now been two months since we moved our offices into The Mill, in Leola, PA. We love the charm and character of…
The Master’s Minute – Wealth Strategies for High-Earning Women: Investing versus Saving – Closing the Gap
Over the years, I’ve met with women who have done so much right. They’ve built successful careers while balancing many of life’s demands. They’ve…