Kenneth Mason, Vice President & Michael Mason, President Our Advisors Our office, located next to the Marriott in City Center

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

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

What Is a Stretch IRA?

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

 

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Emerging Market Opportunities

What are your options for investing in emerging markets?

From Boats to Brokers

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

Events on Wall Street

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

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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