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!
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Understanding how capital gains are taxed may help you refine your investment strategies.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Here are five facts about Social Security that might surprise you.
What does your home really cost?
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Smart investors take the time to separate emotion from fact.
What are your options for investing in emerging markets?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.