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!
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Important items to consider when purchasing condo insurance.
At what point can you call a personal vehicle commercial?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Do your insurance needs stay the same when the nest empties?
Five phases to changing unhealthy behaviors.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
There are hundreds of ETFs available. Should you invest in them?
Making the most of surprises is a great reason to work with us.
Understanding the cycle of investing may help you avoid easy pitfalls.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate