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Federal Employees: Is Your Retirement Plan Outdated?
Your retirement plan was built for a version of retirement you projected years ago. But if your actual retirement looks different, your plan needs to change too, and not updating…
Education
Should You Buy an RV?
John Mason, CFP®, discusses the true meaning of financial planning is much more than simply optimizing every dollar. About the… Continue reading
Federal Employee Financial Planning: The Roth Revolution (EP58)
What exactly does a Roth account allow you to do? About the Episode: •Understand the current tax code •Start your… Continue reading
Retired Military + Federal Employee? NEVER cancel FEHB!
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses the unique opportunity available to our retired Military. About the… Continue reading
Federal Employee Financial Planning: Lessons Learned in 2023 (EP57)
What did we learn in 2023? About the Episode: •Don’t listen to the media for financial news •Seek out professional… Continue reading
Financial Misconceptions – I DON’T Have to Pay Gift Taxes?
Ben Raikes, CFP®, EA, discusses common misconceptions about gift giving. About the Episode: • Filing a gift tax return (Form… Continue reading
Federal Employee Financial Planning: Start Small, Start Now (EP56)
Are you waiting until you retire to live your life? About the Episode: •Don’t wait until you’re older to do… Continue reading
Virginia Military Retirees – Don’t Forget This Deduction!
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses the recent changes to the Virginia Military Pension Deduction. About… Continue reading
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… Continue reading
Federal Employee Financial Planning: Dual Federal Employees (EP55)
Unique planning opportunities for dual federal couples About the Episode: •Health insurance as a dual federal couple •Survivor benefits as… Continue reading
