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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 was held on November 3, 2022 for clients of Mason…
- Blogs
- Economy & Investments
- Economy & Investments
- Economy & Investments
- Estate, Legacy & Life Events
- Estate, Legacy & Life Events
- Federal Retirement Planning
- Federal Retirement Planning
- Financial Planning Foundations
- 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
- Podcast
- Secret Millionaire- the value of federal benefits
- Secret Millionaire- the value of federal benefits
- Social Security
- Survivor Benefits
- Survivor Benefits
- Survivor Benefits
- Tax Planning
- Tax Planning
- Tax Planning
- Thrift Savings Plan
- Thrift Savings Plan
- Videos
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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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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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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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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…