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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…
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…

What does financial planning actually mean for federal employees? It’s not the same as planning for everyone else. Your FERS…

Understanding your FERS cost of living adjustment (COLA) is crucial for retirement planning. Unlike CSRS pensions that receive full CPI…

John Mason, CFP®, discusses the importance of planning TODAY to control your tax bill in the future. About the Episode:…

John Mason, CFP®, discusses how the risk-averse nature of many Federal Employees can lead to significant underspending in retirement. About…

John Mason, CFP®, discusses the importance of “knowing the score” of your financial plan. About the Episode: • Knowing the…

John Mason, CFP®, reviews the common financial planning mistakes made by Federal Employees. About the Episode: • Don’t misunderstand the…

Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses the unique opportunity available to our retired Military. About the…

Ben Raikes, CFP®, EA, discusses common misconceptions about gift giving. About the Episode: • Filing a gift tax return (Form…

Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses the recent changes to the Virginia Military Pension Deduction. About…