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!
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Ascertaining the value of your business is important for a variety of reasons.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Are you ready for retirement? Here are five words you should consider.
Are Real Estate Investment Trusts right for your portfolio?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
How will you weather the ups and downs of the business cycle?