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- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
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- Medicare, FEHB & Tricare
- Planning Your Federal Retirement
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- Secret Millionaire- the value of federal benefits
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- Videos
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Should You Buy an RV?
John Mason, CFP®, discusses the true meaning of financial planning is much more than simply optimizing every dollar. About the…
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Federal Employee Financial Planning: The Roth Revolution (EP58)
What exactly does a Roth account allow you to do? About the Episode: •Understand the current tax code •Start your…
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Retired Military + Federal Employee? NEVER cancel FEHB!
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses the unique opportunity available to our retired Military. About the…
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Federal Employee Financial Planning: Lessons Learned in 2023 (EP57)
What did we learn in 2023? About the Episode: •Don’t listen to the media for financial news •Seek out professional…
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Financial Misconceptions – I DON’T Have to Pay Gift Taxes?
Ben Raikes, CFP®, EA, discusses common misconceptions about gift giving. About the Episode: • Filing a gift tax return (Form…
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Federal Employee Financial Planning: Start Small, Start Now (EP56)
Are you waiting until you retire to live your life? About the Episode: •Don’t wait until you’re older to do…
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Virginia Military Retirees – Don’t Forget This Deduction!
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses the recent changes to the Virginia Military Pension Deduction. About…
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Federal Employees – Don’t Forget Your RMD!
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses Required Minimum Distributions (RMDs) within a financial plan. About the…
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Federal Employee Financial Planning: Dual Federal Employees (EP55)
Unique planning opportunities for dual federal couples About the Episode: •Health insurance as a dual federal couple •Survivor benefits as…