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Don’t Let the Government Control Your Tax Plan! Take Action Today!
John Mason, CFP®, discusses the importance of planning TODAY to control your tax bill in the future. About the Episode: • Your future tax rate is unknown. • However, this…
- 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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Spending too LITTLE in Retirement?
John Mason, CFP®, discusses how the risk-averse nature of many Federal Employees can lead to significant underspending in retirement. About…
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Hail Mary or Victory Formation? Know the Score!
John Mason, CFP®, discusses the importance of “knowing the score” of your financial plan. About the Episode: • Knowing the…
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Avoid the Common Financial Planning Mistakes Made by Federal Employees – EP 3
John Mason, CFP®, reviews the common financial planning mistakes made by Federal Employees. About the Episode: • Don’t misunderstand the…
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Retired Military + Federal Employee? NEVER cancel FEHB!
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses the unique opportunity available to our retired Military. About the…
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Financial Misconceptions – I DON’T Have to Pay Gift Taxes?
Ben Raikes, CFP®, EA, discusses common misconceptions about gift giving. About the Episode: • Filing a gift tax return (Form…
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Virginia Military Retirees – Don’t Forget This Deduction!
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses the recent changes to the Virginia Military Pension Deduction. About…
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Federal Employees – Don’t Forget Your RMD!
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses Required Minimum Distributions (RMDs) within a financial plan. About the…
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Federal Employees – Beware Insourcing Your Financial Plan!
John Mason, CFP®, discusses the do-it-yourself community and the potential pitfalls of insourcing your financial plan. About the Episode: •…
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Creating a Purposeful Portfolio within the Thrift Savings Plan
John Mason, CFP®, discusses the importance of creating a purposeful portfolio within the Thrift Savings Plan. About the Episode: •…
