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!
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
There are common mistakes you can avoid when saving for retirement.
Do your insurance needs stay the same when the nest empties?
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
There are things about Social Security that might surprise you.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your capital gains tax.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
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.
Are Real Estate Investment Trusts right for your portfolio?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn how to harness the power of compound interest for your investments.