-
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…
Education
Radio Show: Guest Interview with Jeff Hybiak of SEM Wealth Management
Mason and Associates Financial Planners for Federal Employees interview Jeff Hybiak, CFA of SEM Wealth Management on our Financial Planning… Continue reading
Macrini In The Morning- Interview with Michael Mason
Our chairman and senior financial planner, Michael Mason, CFP®, was interviewed by Mr. Macrini of Macrini In The Morning on… Continue reading
Federal Employee Financial Planning: FERS Part 2 (EP6)
Michael, Tommy, and John will be discussing how to utilize both FERS and Social Security benefits in your retirement.
Federal Employee Financial Planning: FERS Part 1 (EP5)
Everything you need to know about FERS, including several surprising benefits you may not be aware of.
Additional Reminders When Filing Your 2021 Tax Returns
Don’t forget these frequently overlooked tax deduction and other useful tips.
Employer Retirement Plan, IRA, and HSA Contribution Limits for 2022.
There are often multiple investment vehicles to choose from when it comes to saving for your future. Thankfully, your team… Continue reading
Federal Employee Financial Planning: Civil Service Retirement System Part 2 EP4
Michael, Tommy, and John will be discussing the additional benefits to be aware of in regards to the Civil Service… Continue reading
Reporting Roth Conversions on your 2021 Tax Return
Converting all or some of your IRA to a Roth IRA can be a great strategy for multiple reasons. Whatever… Continue reading
Reporting TSP, 401(k), and IRA Rollovers for 2021
Tax forms can be confusing and understanding the many tax documents you will be receiving between now and the next… Continue reading
