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  • Don’t Let the Government Control Your Tax Plan! Take Action Today!
    Tax Planning, Videos

    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…

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  • Life insurance (FEGLI) & LTC
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  • Secret Millionaire- the value of federal benefits
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  • Videos
  • Federal Retirement Planning, Videos

    Retirement Armageddon!

    John Mason, CFP®, defines “Armageddon Moments” and how developing a strong financial plan can give Federal Employees the power and…

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  • Federal Retirement Planning, Videos

    The Getting Ready to Retire Checklist

    John Mason, CFP®, reviews the important items to consider as Federal Employees are nearing their retirement date. About the Episode:…

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  • Federal Retirement Planning, Videos

    The BEST Days to Retire as a Federal Employee

    John Mason, CFP®, reviews the best days of the month to retire as a Federal Employee under FERS as well…

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  • Tax Planning, Videos

    Voluntary Contribution Plan (VCP)- Mega Mega Back Door Roth

    Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses the Voluntary Contribution Plan and the opportunity to contribute a…

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  • Thrift Savings Plan, Videos

    Don’t Max Your TSP!

    John Mason, CFP®, discusses that for some Federal employees contributing the maximum amount allowable to the TSP may not be…

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  • Thrift Savings Plan, Videos

    Don’t Close Your TSP!

    John Mason, CFP®, discusses the benefits of keeping the Thrift Savings Plan (TSP) open in retirement. About the Episode: •…

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  • Survivor Benefits, Videos

    Military Survivor Benefits Open Season – Making a Difference

    Michael Mason, CFP®, of Mason & Associates discusses the current Open Season which gives Military Retirees the opportunity to buy…

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  • Federal Retirement Planning, Videos

    How to Calculate Your FERS Pension

    Ben Raikes, CFP®, EA, of Mason & Associates discusses how to calculate your Federal Employees Retirement System (FERS) pension benefit.…

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  • 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…

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Newport News, VA 23606

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