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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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- Economy & Investments
- Economy & Investments
- Estate, Legacy & Life Events
- Estate, Legacy & Life Events
- Federal Retirement Planning
- Federal Retirement Planning
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- Financial Planning Foundations
- Financial Planning Foundations
- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
- Medicare, FEHB & Tricare
- Medicare, FEHB & Tricare
- Planning Your Federal Retirement
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- Secret Millionaire- the value of federal benefits
- Secret Millionaire- the value of federal benefits
- Social Security
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- Survivor Benefits
- Survivor Benefits
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- Tax Planning
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- Thrift Savings Plan
- Thrift Savings Plan
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- Videos
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Mortgage Rates Drop – Near historic Lows
The global landscape for mortgage rates has changed drastically over the last decade.
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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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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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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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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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Cybersecurity Awareness
At Mason & Associates, security is always on our mind. We want to encourage our clients to educate and protect…
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Update – Virginia Retirement System Employees LTC Open Season
Virginia Group Long Term Care Insurance ProgramThe VRS Long Term Care Open Season for active employees has been extended that…
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Virginia Retirement System (VRS) Long Term Care (LTC) Abbreviated Underwriting!
Virginia Retirement System (VRS) Long Term Care (LTC) Abbreviated Underwriting! Alert: Virginia Retirement System Employees LTC Open Season September 16…
