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Mike's Thoughts of the Day

We were there!

For 38 minutes people thought, “this might be it.”  What would you regret – life insurance amount – survivor benefit choice – lack of will or trust – did you say I love you to the folks you love? 

Every day could be our last.  Every day we don’t do is a day we can’t redo.  I read a quote over the holiday, “far better to act than to react.”  Please make acting on your financial plan a priority.  My family found each other and we sat together on the terrace overlooking the beautiful Pacific.  If it were to be our last day we would be together in paradise without regret.  From a financial planning perspective, Mason & Associates can help you achieve that same inner peace. 


Survivor Benefit Plan

So you make a decision without a professional’s eye

Your pension is great while you live just not when you die?

An income essential to run your house

But it won’t be needed by your widowed spouse?

You can’t do without less while you’re both alive

But when it all goes away your spouse will thrive?


30 years of helping people make the right decision on survivor benefits boiled down to a 30 second poem


Don’t retire without us!

Thoughts of the Day 8/15/17

  • Better to be prepared and not need - than to need and not be prepared! 

  • Better to whine about what the government took from you - than to whine about what it didn't give to you

  • If you can't retire and elect full survivor benefits - you can't retire.