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 Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
At what point can you call a personal vehicle a commercial?
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Recent changes in estate tax laws could affect the strategy you have in place.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Even low inflation rates can pose a threat to investment returns.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
It's easy to let investments accumulate like the junk in a junk drawer.
Why are 401(k) plans, annuities, and IRAs so popular?