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FEFP: TSP Withdrawal Mistakes That Nobody Warned You About (EP120)
Saving for retirement is only half the battle; knowing how to get your money out without getting burned by taxes or rigid rules is where things get complicated. In this…
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- Estate, Legacy & Life Events
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- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
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- Medicare, FEHB & Tricare
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- Secret Millionaire- the value of federal benefits
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- Videos
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Why Federal Employees Should Consider a Donor Advised Fund
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses the Donor Advised Fund and how it is used to…
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Estate Planning Mini-Series – Financial Power of Attorney
Ben Raikes, CFP®, EA, of Mason & Associates introduces our estate planning mini-series and the Financial Power of Attorney (FPOA).…
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FEFP: Don’t Let Perfect Get in the Way of Good Enough (EP43)
Don’t let the idea of building an absolutely perfect financial plan get in the way of enjoying your life. About…
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The Qualified Charitable Distribution – One of the BEST Ways to Give to Charity
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses possibly the best charitable giving strategy. The Qualified Charitable Distribution.…
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FEFP: 2023 Updates: Taking Action for a Secure Future (EP42)
The importance of taking action today because time goes by very quickly. About the Episode: •What a strategic planning meeting…
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Seed vs. Sod (Do-it-yourself or hire a professional)
John Mason, CFP®, discusses the value of a financial planner with the analogy of planting seed vs laying sod. Is…
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FEFP: Social Security In The News & We’re Confused (EP41)
Social Security has been in the news lately, but the proposals don’t match up with the potential issues it is…
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Why We Founded Mason & Associates- Our Purpose
Michael Mason, CFP®, of Mason & Associates discusses the history of Mason & Associates and what drives us to offer…
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Save State Income Taxes with The Bailey Settlement
Ben Raikes, CFP®, EA, of Mason & Associates discusses The Bailey Settlement in North Carolina and how it can be…
