Our Team Our Advisors Michael Mason, President & Kenneth Mason, Vice President

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!

 

Helpful Content

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

Thinking of Retiring Abroad?

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Bitcoin 101

Bitcoin 101

Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.

 

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

TIPS for Inflation

If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Suddenly Single: 3 Steps to Take Now

Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

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