Operations Archives - Mason and Associates

Medicare, FEHB & Tricare, Podcast

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…
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Financial Planning Foundations, Podcast

SPECIAL EPISODE: New Client Process & Client Experience

Tommy and John will be discussing their new client process, what the client experience is like and why this update…
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Federal Retirement Planning, Podcast

Federal Employee Financial Planning: Meet Your Hosts (EP20)

The upbringing, background and financial planning history of your hosts.
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Federal Retirement Planning, Podcast

Federal Employee Financial Planning: CSRS Vs. FERS (EP19)

Why FERS is actually just as good as CSRS, if not better, and several key components of FERS that you…
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Podcast, Secret Millionaire- the value of federal benefits

Federal Employee Financial Planning: They Are Not Talking To You (EP18)

How to ensure you’re getting the unique advice you deserve.
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Podcast, Tax Planning

Special Episode: VCP Mega Mega Back Door Roth IRA

Steps you can take today to ensure you’re not going to miss out on what could potentially be the biggest…
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Federal Retirement Planning, Podcast

Federal Employee Financial Planning: The Year of Retirement (EP17)

Michael, Tommy and John will be discussing everything that you should have in place as you enter your golden years,…
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Financial Planning Foundations, Podcast

FEFP Podcast: Not All Open Seasons Are Created Equal (EP16)

How to ensure you’re making the most of your available benefits, and recognizing that some open seasons are rare and…
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Blogs, Life insurance (FEGLI) & LTC

Federal Long Term Care Premium Rate Increase

Mason and Associates recently became aware of a potential Federal Long Term Care premium rate increase in 2023. Please read…
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