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Warm Hand or Cold Hand: The Best Way to Think About Giving Money to Your Family
Should you give your money away now or let them inherit it later? This simple saying might change the way you think about wealth, legacy, and what you actually want…
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- Estate, Legacy & Life Events
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- Life insurance (FEGLI) & LTC
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- Medicare, FEHB & Tricare
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- Secret Millionaire- the value of federal benefits
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- Videos
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The FERS Supplement – Everything You Need to Know!
John Mason, CFP®, reviews the FERS Supplement and how this additional income can benefit Federal Employees. About the Episode: •…
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Federal Employees – DO NOT Decline Survivor Benefits!
John Mason, CFP®, reviews the pitfalls of declining survivor benefits and the true cost of this choice to your financial…
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Thrift Savings Plan Options – Are Lifecycle Funds Right for You?
Ben Raikes, CFP®, EA, of Mason & Associates discusses the investments within the TSP. Specifically, the Lifecycle funds and their…
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Estate Planning Mini-Series – What is a Revocable Trust?
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates reviews the basics of revocable trusts and how they can be…
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COLA Danger – Your Cost of Living Adjustment May be Delayed !
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates reviews Federal pension cost of living adjustments (COLAs) and situations in…
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What Beneficiary Form!?
John Mason, CFP®, discusses the need for Federal employees to understand beneficiary forms that may have been completed decades ago.…
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Roth TSP or Traditional TSP? Which is Best for Federal Employees?
John Mason, CFP®, discusses the differences between traditional (pre-tax) retirement savings and Roth retirement savings. About the Episode: • There…
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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…
