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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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Traditional Medicare vs Advantage: Luxury Ride or Bus Pass? (EP46)
Medicare is an important topic to understand, even if you are a Federal Employee. About the Episode: •Understand the freedom…
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Estate Planning Mini-Series – Advance Medical Directive
Ben Raikes, CFP®, EA, of Mason & Associates discusses the Advance Medical Directive (AMD) and how it can be implemented…
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Thrift Savings Plan – Estate Planning for Your TSP
John Mason, CFP®, discusses the importance of coordinating your beneficiaries and your overall estate plan with your Thrift Savings Plan.…
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Why Federal Employees Should Consider a Donor Advised Fund
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses the Donor Advised Fund and how it is used to…
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Estate Planning Mini-Series – Financial Power of Attorney
Ben Raikes, CFP®, EA, of Mason & Associates introduces our estate planning mini-series and the Financial Power of Attorney (FPOA).…
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The Qualified Charitable Distribution – One of the BEST Ways to Give to Charity
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses possibly the best charitable giving strategy. The Qualified Charitable Distribution.…
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Seed vs. Sod (Do-it-yourself or hire a professional)
John Mason, CFP®, discusses the value of a financial planner with the analogy of planting seed vs laying sod. Is…
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Why We Founded Mason & Associates- Our Purpose
Michael Mason, CFP®, of Mason & Associates discusses the history of Mason & Associates and what drives us to offer…
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Save State Income Taxes with The Bailey Settlement
Ben Raikes, CFP®, EA, of Mason & Associates discusses The Bailey Settlement in North Carolina and how it can be…