-
Hail Mary or Victory Formation? Know the Score!
John Mason, CFP®, discusses the importance of “knowing the score” of your financial plan. About the Episode: • Knowing the score means understanding your financial plan. • Do you know…
- 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
-
Federal Employees – Don’t Forget Your RMD!
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses Required Minimum Distributions (RMDs) within a financial plan. About the…
-
Federal Employees – Beware Insourcing Your Financial Plan!
John Mason, CFP®, discusses the do-it-yourself community and the potential pitfalls of insourcing your financial plan. About the Episode: •…
-
Creating a Purposeful Portfolio within the Thrift Savings Plan
John Mason, CFP®, discusses the importance of creating a purposeful portfolio within the Thrift Savings Plan. About the Episode: •…
-
TSP Distributions Demystified – Know the Tax Consequences Today!
Ben Raikes, CFP®, EA, of Mason & Associates discusses the methods in which funds can be distributed from TSP and…
-
Federal Employees – Beware the FERS Retirement Gap!
John Mason, CFP®, discusses the FERS Retirement Gap and how the sometimes lengthy adjudication process can impact your financial plan.…
-
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: •…
-
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…
-
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…
-
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…