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- Category: Blogs
- Military Survivor Benefits Ask the Expert Radio Show
- John Mason Interview with the Macrini Morning News Team
- Military SBP Open Season Interview with WAVY 10
- Federal Employees’ Group Life Basic While Working
- Portfolio and Economic Update
- Federal Long Term Care Premium Rate Increase
- Virginia Budget Deal 2022 & Military Pensions
- Mason Financial Planning Radio Show: Interview with Jeff Hybiak 5/17/2022
- Radio Show: Guest Interview with Jeff Hybiak of SEM Wealth Management
- Macrini In The Morning- Interview with Michael Mason
- Additional Reminders When Filing Your 2021 Tax Returns
- Employer Retirement Plan, IRA, and HSA Contribution Limits for 2022.
- Reporting Roth Conversions on your 2021 Tax Return
- Reporting TSP, 401(k), and IRA Rollovers for 2021
- Welcome Ben Raikes, CFP®, EA
- Roth 5-Year Rule(s)
- FSAFEDS Special Enrollment Period (SEP)!
- 2021 Tax Season Extension
- American Rescue Plan Act of 2021
- Another Round of Possible Stimulus: Should you rush to file your 2020 taxes or
- 2021 Tax Season
- 2020 Taxes: Read This Before You File
- Exciting Changes at Mason & Associates
- Year-End Pandemic Relief, Stimulus, and Extenders
- IRS extends relief on 2020 RMDs through August 31, 2020.
- The RMD Waiver – What does it mean for you?
- Federal Employee Benefits: FEHB Medicare Reimbursement
- Mason & Associates Office Update July 6, 2020
- Michael Mason Live on Macrini’s Morning News Team Radio Show
- Thrift Savings Plan Lifecyle Fund Updates
- Check Your Mail! U.S. Stimulus Card Update
- Tax Rebates: Should you delay filing your 2019 taxes?
- College Refunds and Qualified Tuition (529) Plans
- Additional Coronavirus Relief (CARES ACT)
- Coronavirus Tax Relief
- Coronavirus (COVID-19) Update
- Coronavirus (COVID-19) Contingency Plan
- SECURE Act (“Setting Every Community Up for Retirement Enhancement”)
- Federal Employees’ Group Life (FEGLI) – Option B
- Almost Tax Time!
- Mortgage Rates Drop – Near historic Lows
- End of Year Tax Planning- Part 2
- Increased Employer Retirement Savings Limits (TSP, 401k, 403b)
- End of Year Tax Planning Part 1
- Two Little Pumpkins Have Arrived!
- Virginia Disability Subtraction
- Cybersecurity Awareness
- Update – Virginia Retirement System Employees LTC Open Season
- Virginia Retirement System (VRS) Long Term Care (LTC) Abbreviated Underwriting!
- Virginia 2019 Tax Relief Refunds Coming – Be on the lookout!
- Federal Employee Benefits: TSP Modernization Act
- College Expenses, 529s, and Tax Credits
- Federal Employee Benefits Open Season
- Top 3 Financial Services in Newport News!
- Social Security Scam Phone Call Alert
- It’s a. . .
- Welcome, Tommy Blackburn, CFP®, CPA, PFS
- Category: Economy & Investments
- Category: Financial Planning Foundations
- Category: Life insurance (FEGLI) & LTC
- Category: Survivor Benefits
- Category: Tax Planning
- Category: Podcast
- FEFP: Inside the Strategy Room: Growing with Purpose (EP93)
- FEFP: The 30–50% Gap and Why Federal Benefits Crush the Competition (EP92)
- FEFP: Taxes Is a Year-Round Sport: Planning Smarter for Federal Employees (EP91)
- FEFP: Retiring in Uncertain Times? Avoid This Survivor Benefit Mistake (EP88)
- FEFP: Social Security Shake-Up Part 2: WEP and GPO Eliminated (EP85)
- FEFP: Thrift Savings Plan Options: Super-Catch Up and Roth Conversions (EP83)
- FEFP: Social Security: What Proposed Changes Mean for Federal Employees (EP81)
- FEFP: Federal Employee Tax Planning is a Year-Round Sport (EP79)
- FEFP: Maximizing Social Security with Elaine Floyd (EP73)
- Federal Employee Financial Planning: Activate Millionaire Powers (EP71)
- FEFP: TSP Competitive Advantages and Disadvantages (EP68)
- Federal Employee Financial Planning: Tax Cuts and Jobs Act of 2017 (EP61)
- Federal Employee Financial Planning: The Roth Revolution (EP58)
- FEFP: Demanding Fiduciary Excellence & What That Means (EP50)
- FEFP: Social Security In The News & We’re Confused (EP41)
- Federal Employee Financial Planning: Social Security: The Tax Torpedo (EP38)
- FEFP: Social Security: Family and Survivor Benefits (EP37)
- Federal Employee Financial Planning: Social Security: Beyond the Basics (EP36)
- FEFP: Social Security: How to Maximize Your Benefits (EP35)
- Federal Employee Financial Planning: Military Survivor Benefit Open Season (EP32
- Federal Employee Financial Planning: Consult Your Tax Advisor (EP31)
- Federal Employee Financial Planning: SECURE 2.0 (EP30)
- Federal Employee Financial Planning: Tax Planning for Charitable Giving (EP28)
- Federal Employee Financial Planning: They Are Not Talking To You (EP18)
- Special Episode: VCP Mega Mega Back Door Roth IRA
- Federal Employee Financial Planning: Social Security Fairness Act – WEP (EP12)
- Federal Employee Financial Planning: Social Security Fairness Act – GPO (EP 11)
- Federal Employee Financial Planning: TSP at Retirement or 59.5 (EP10)
- Federal Employee Financial Planning: TSP Accumulation (EP9)
- Federal Employee Financial Planning: Federal & Military Survivor Benefits EP2
- Category: Economy & Investments
- Category: Estate, Legacy & Life Events
- FEFP: Estate Planning Across State Lines for Federal Employees (EP76)
- Federal Employee Financial Planning: You Just Got Bad News (EP54)
- Federal Employee Financial Planning: The Death of a Federal Retiree (EP53)
- Federal Employee Financial Planning: Divorce (EP51)
- Federal Employee Financial Planning: Intro to Estate Planning (EP23)
- Category: Federal Retirement Planning
- FEFP: Fork in the Road: Understanding Your Federal Retirement Options (EP86)
- FEFP: Are You Ready to Retire? DOGE Might Make the Choice for You (EP82)
- FEFP: Key Retirement Options and Benefits for Federal Employees (EP77)
- Federal Employee Financial Planning: Distribution Planning Assumptions (EP69)
- Federal Employee Financial Planning: Dual Federal Employees (EP55)
- Federal Employee Financial Planning: Know The Score (EP45)
- Federal Employee Financial Planning: Planning for an Early Retirement (EP44)
- Federal Employee Financial Planning: C-O-L-A Cost of Living Adjustment (EP26)
- Federal Employee Financial Planning: Retirement Plan Success Rate = 100 % (EP22)
- Federal Employee Financial Planning: Meet Your Hosts (EP20)
- Federal Employee Financial Planning: CSRS Vs. FERS (EP19)
- Federal Employee Financial Planning: The Year of Retirement (EP17)
- Federal Employee Financial Planning: The Year Before Retirement (EP15)
- Federal Employee Financial Planning: FERS Part 3 (EP7)
- Federal Employee Financial Planning: FERS Part 2 (EP6)
- Federal Employee Financial Planning: FERS Part 1 (EP5)
- Federal Employee Financial Planning: Civil Service Retirement System Part 2 EP4
- Federal Employee Financial Planning: Civil Service Retirement System Part 1 EP3
- Category: Financial Planning Foundations
- FEFP: More than TSP: Real Financial Planning for Real Federal Employees (EP90)
- FEFP: Rethinking Emergency Funds for Federal Employees (EP89)
- FEFP: Federal Employee YouTube Favorites (EP84)
- FEFP: Mortgage Strategies for Federal Employees with James Anderson (EP80)
- FEFP: The True Cost of Expertise for Federal Employees (EP78)
- FEFP: Why Federal Retirees Need Specialized Advice (EP75)
- Federal Employee Financial Planning: Protecting You from Yourself (EP74)
- FEFP: Are You Ready to Hire a Financial Advisor? (EP72)
- FEFP: Mastering Your Financial Plan (EP70)
- Federal Employee Financial Planning: Financial-Planner-to-Client Ratio (EP67)
- FEFP: Get the Most Out of Your Financial Planner (EP66)
- FEFP: Are Virtual Meetings as Good as In-Person? (EP65)
- FEFP: An Inside Look at Strategic Planning Season (EP64)
- Federal Employee Financial Planning: Common Misconceptions (EP63)
- Federal Employee Financial Planning: Financial Planner Compensation (EP62)
- Federal Employee Financial Planning: It’s A Damn Shame (EP60)
- FEFP: Financial Grand Slams: Winning Strategies for Federal Employees (EP59)
- Should You Buy an RV?
- Federal Employee Financial Planning: Lessons Learned in 2023 (EP57)
- Federal Employee Financial Planning: Start Small, Start Now (EP56)
- Federal Employee Financial Planning: Sick & Annual Leave (EP52)
- FEFP: We Actually Review. Beyond the Request: Adding Value (EP49)
- FEFP: Don’t Let Perfect Get in the Way of Good Enough (EP43)
- FEFP: 2023 Updates: Taking Action for a Secure Future (EP42)
- Federal Employee Financial Planning: Know the End in the Beginning (EP33)
- John Mason CFP® guest on The Perfect RIA Podcast
- Federal Employee Financial Planning: New Year, New Goals (EP29)
- Federal Employee Financial Planning: Annuities the 4 Letter Word (EP25)
- FEFP: Mortgages, Home Equity Lines, and Interest Rates (EP24)
- SPECIAL EPISODE: New Client Process & Client Experience
- FEFP Podcast: Not All Open Seasons Are Created Equal (EP16)
- Podcast: Do Federal Employees Need a Financial Planner? (EP13)
- Federal Employee Financial Planning: The Home Stretch (EP1)
- Category: Life insurance (FEGLI) & LTC
- Category: Medicare, FEHB & Tricare
- FEFP: Medicare Masterclass on Enrollment and the Inflation Reduction Act (EP87)
- The TRICARE For Life Medicare Advantage: Rethinking Options (EP48)
- FEHB: Shifting Landscape of Medicare, FEHB, and Part D (EP47)
- Federal Employee Financial Planning: Aunt IRMAA (EP34)
- Federal Employee Financial Planning: FEHB (EP21)
- Category: Planning Your Federal Retirement
- Category: Secret Millionaire- the value of federal benefits
- Category: Social Security
- Category: Survivor Benefits
- Category: Tax Planning
- Category: Thrift Savings Plan
- Category: Videos
- Federal Employees – DO NOT Decline Survivor Benefits!
- Category: Economy & Investments
- Category: Estate, Legacy & Life Events
- Category: Federal Retirement Planning
- Spending too LITTLE in Retirement?
- Hail Mary or Victory Formation? Know the Score!
- Avoid the Common Financial Planning Mistakes Made by Federal Employees – EP 3
- Federal Employees – Beware the FERS Retirement Gap!
- The FERS Supplement – Everything You Need to Know!
- COLA Danger – Your Cost of Living Adjustment May be Delayed !
- Retirement Armageddon!
- The Getting Ready to Retire Checklist
- The BEST Days to Retire as a Federal Employee
- How to Calculate Your FERS Pension
- Category: Financial Planning Foundations
- Category: Life insurance (FEGLI) & LTC
- Category: Medicare, FEHB & Tricare
- Category: Secret Millionaire- the value of federal benefits
- Category: Survivor Benefits
- Category: Tax Planning
- Don’t Let the Government Control Your Tax Plan! Take Action Today!
- Financial Misconceptions – I DON’T Have to Pay Gift Taxes?
- Virginia Military Retirees – Don’t Forget This Deduction!
- Federal Employees – Don’t Forget Your RMD!
- Why Federal Employees Should Consider a Donor Advised Fund
- The Qualified Charitable Distribution – One of the BEST Ways to Give to Charity
- Save State Income Taxes with The Bailey Settlement
- Voluntary Contribution Plan (VCP)- Mega Mega Back Door Roth
- Category: Thrift Savings Plan
- Creating a Purposeful Portfolio within the Thrift Savings Plan
- TSP Distributions Demystified – Know the Tax Consequences Today!
- Thrift Savings Plan Options – Are Lifecycle Funds Right for You?
- Roth TSP or Traditional TSP? Which is Best for Federal Employees?
- Don’t Max Your TSP!
- Don’t Close Your TSP!