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!
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Succeeding at Business Succession
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Simple steps may help you foil hackers and protect your privacy.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here are five facts about Social Security that might surprise you.
What are your options for investing in emerging markets?
Recent changes in estate tax laws could affect the strategy you have in place.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
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.