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  • Military Survivor Benefits Ask the Expert Radio Show
    Blogs, Survivor Benefits, Videos

    Military Survivor Benefits Ask the Expert Radio Show

    Michael Mason, CFP®, John Mason, CFP®, and James Bales host a military survivor benefit open season Ask the Expert Radio Show on AM 790 WNIS About the Show •Mike and…

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  • 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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    SECURE Act (“Setting Every Community Up for Retirement Enhancement”)

    The SECURE Act and certain “Tax Extenders” were passed by both the House and Senate in conjunction with the recent…

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  • Blogs, Life insurance (FEGLI) & LTC

    Federal Employees’ Group Life (FEGLI) – Option B

    Federal Employees’ Group Life Insurance is a benefit available to active and retired federal employees. Unlike many private sector group…

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  • Blogs

    Almost Tax Time!

    1099’s, W-2’s, and other tax documents are arriving on a daily basis. Our goal is to minimize the stress associated…

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  • Blogs

    Mortgage Rates Drop – Near historic Lows

    The global landscape for mortgage rates has changed drastically over the last decade.

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  • Blogs

    End of Year Tax Planning- Part 2

    Taxes are a critical part of each client’s financial plan. Our job as financial planners is to look at the…

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  • Blogs

    Increased Employer Retirement Savings Limits (TSP, 401k, 403b)

    New Savings Limits The IRS recently announced increased contribution limits for retirement plans such as TSP, 401(k)s, and 403(b)s for…

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  • Blogs

    End of Year Tax Planning Part 1

    2019 is quickly coming to an end. As the holidays and end of year approaches, it is a good time…

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  • Blogs

    Two Little Pumpkins Have Arrived!

    Little pumpkins have arrived!

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  • Blogs

    Virginia Disability Subtraction

    Taxes and tax planning are a critical part of the financial planning process. When taxes are discussed, the conversation is…

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