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!
Saving for College 101
Here’s a crash course on saving for college.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Five phases to changing unhealthy behaviors.
A quick look at how federal income taxes work.
An increasing number have been developed to help individuals with their personal finances.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn how to harness the power of compound interest for your investments.
Are you ready for retirement? Here are five words you should consider.
All about how missing the best market days (or the worst!) might affect your portfolio.
A special needs trust helps care for a special needs child when you’re gone.
What is your plan for health care during retirement?
Here is a quick history of the Federal Reserve and an overview of what it does.