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The Smarter Alternative to Quarterly Estimated Tax Payments
Are you making estimated tax payments just because your tax software told you to? Before you write that check to the IRS, watch this. John Mason breaks down why blindly…
Education
Federal Employee Financial Planning: Tax Planning for Charitable Giving (EP28)
Tommy, Michael and John will be sharing how you can maximize the tax benefits of your charitable giving while helping… Continue reading
FEFP: Managing Retirement Accounts During Volatile Times (EP27)
The keys to successfully managing retirement accounts during volatile times.
Federal Employee Financial Planning: C-O-L-A Cost of Living Adjustment (EP26)
The cost of living adjustment for 2023 and what this means for your finances and your long-term financial plans.
Federal Employee Financial Planning: Annuities the 4 Letter Word (EP25)
Michael, Tommy and John will be discussing annuities and explaining what you can do to help protect yourself and your… Continue reading
Portfolio and Economic Update
Mason & Associates and SEM Wealth Management co-host to discuss the economy and provide updates on our portfolios. The event… Continue reading
FEFP: Mortgages, Home Equity Lines, and Interest Rates (EP24)
James Anderson, Regional Manager at CapCenter, will be joining the show to shed light on mortgages, home equity lines, and… Continue reading
Federal Employee Financial Planning: Intro to Estate Planning (EP23)
Heather Szajda, Partner at Virginia Estate & Trust Law, will be joining Tommy and John to discuss exactly what an… Continue reading
Federal Employee Financial Planning: Retirement Plan Success Rate = 100 % (EP22)
Michael, Tommy and John will be sharing their advice for effective goal setting, including how to ensure you’re setting yourself… Continue reading
Federal Employee Financial Planning: FEHB (EP21)
How FEHB coordinates with Medicare and why you must work with your financial planner to take advantage of this benefit… Continue reading
