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When Should I Start Taking Social Security Benefits?
When should you start taking Social Security benefits? John Mason, CFP®, and Tommy Blackburn, CFP®, CPA, PFS, break down why this isn’t a simple age-62-or-70 decision. The short answer: for…
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- Medicare, FEHB & Tricare
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- Videos
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Portfolio and Economic Update
Mason & Associates and SEM Wealth Management co-host to discuss the economy and provide updates on our portfolios. The event…
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Federal Long Term Care Premium Rate Increase
Mason and Associates recently became aware of a potential Federal Long Term Care premium rate increase in 2023. Please read…
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Virginia Budget Deal 2022 & Military Pensions
t’s official, a portion of Military Retirement will now be tax-free in the Commonwealth of Virginia. Virginia lawmakers and the…
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Mason Financial Planning Radio Show: Interview with Jeff Hybiak 5/17/2022
Mason & Associates interviewed Jeff Hybiak of SEM Wealth Management during our live radio show on May 17, 2022. Listen…
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Radio Show: Guest Interview with Jeff Hybiak of SEM Wealth Management
Mason and Associates Financial Planners for Federal Employees interview Jeff Hybiak, CFA of SEM Wealth Management on our Financial Planning…
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Macrini In The Morning- Interview with Michael Mason
Our chairman and senior financial planner, Michael Mason, CFP®, was interviewed by Mr. Macrini of Macrini In The Morning on…
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Additional Reminders When Filing Your 2021 Tax Returns
Don’t forget these frequently overlooked tax deduction and other useful tips.
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Employer Retirement Plan, IRA, and HSA Contribution Limits for 2022.
There are often multiple investment vehicles to choose from when it comes to saving for your future. Thankfully, your team…
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Reporting Roth Conversions on your 2021 Tax Return
Converting all or some of your IRA to a Roth IRA can be a great strategy for multiple reasons. Whatever…
