-
What Is Financial Planning for Federal Employees? (And Why It’s Not What You Think)
What does financial planning actually mean for federal employees? It’s not the same as planning for everyone else. Your FERS pension, TSP, FEHB coverage, and survivor benefit elections are interconnected…
- 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
-
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…
-
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…
-
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…
-
Retirement Armageddon!
John Mason, CFP®, defines “Armageddon Moments” and how developing a strong financial plan can give Federal Employees the power and…
-
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:…
-
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…
-
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…
-
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…
-
Don’t Close Your TSP!
John Mason, CFP®, discusses the benefits of keeping the Thrift Savings Plan (TSP) open in retirement. About the Episode: •…