Welcome to Mason & Associates, LLC
Mason & Associates, LLC is a comprehensive financial services firm specializing with Federal employees (including CSRS, CSRS Offset, FERS, Military, and VRS). Our goal is to help our clients understand, and then maximize, their employer-sponsored benefits and make informed choices as they supplement with private insurances and investments. We believe that our independent platform allows us the flexibility to better serve our clients, without bias.
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information, please feel free to email or call us at (757) 223-9898. We look forward to hearing from you!
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Five strategies for managing your student debt.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
An increasing number have been developed to help individuals with their personal finances.
For homeowners who think their property taxes are too high, there are ways to appeal.
Marriage changes everything, including your insurance needs.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Do you know these three personal finance sayings?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
There are three things to consider before dipping into retirement savings to pay for college.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Are you ready for retirement? Here are five words you should consider.
Have you found yourself suddenly single? Here are 3 steps to take right now.