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FEFP: An Inside Look at Strategic Planning Season (EP94)
How strategic planning meeting season delivers real-time actions and meaningful client connections. About the Episode: • How Mason & Associates runs 400+ meetings in six weeks without missing a beat…
- Blogs
- Economy & Investments
- Economy & Investments
- Economy & Investments
- Estate, Legacy & Life Events
- Estate, Legacy & Life Events
- Federal Retirement Planning
- Federal Retirement Planning
- Financial Planning Foundations
- Financial Planning Foundations
- Financial Planning Foundations
- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
- Medicare, FEHB & Tricare
- Medicare, FEHB & Tricare
- Planning Your Federal Retirement
- Podcast
- Secret Millionaire- the value of federal benefits
- Secret Millionaire- the value of federal benefits
- Social Security
- Survivor Benefits
- Survivor Benefits
- Survivor Benefits
- Tax Planning
- Tax Planning
- Tax Planning
- Thrift Savings Plan
- Thrift Savings Plan
- Videos
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Federal Employee Financial Planning: Divorce (EP51)
Discover how to navigate divorce with federal benefits. About the Episode: •Prioritize fair negotiation and due diligence •Find the right…
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TSP Distributions Demystified – Know the Tax Consequences Today!
Ben Raikes, CFP®, EA, of Mason & Associates discusses the methods in which funds can be distributed from TSP and…
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Federal Employees – Beware the FERS Retirement Gap!
John Mason, CFP®, discusses the FERS Retirement Gap and how the sometimes lengthy adjudication process can impact your financial plan.…
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The FERS Supplement – Everything You Need to Know!
John Mason, CFP®, reviews the FERS Supplement and how this additional income can benefit Federal Employees. About the Episode: •…
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FEFP: Demanding Fiduciary Excellence & What That Means (EP50)
Have you ever wondered about the fiduciary responsibility in financial planning, especially as a federal employee seeking financial guidance? About…
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Federal Employees – DO NOT Decline Survivor Benefits!
John Mason, CFP®, reviews the pitfalls of declining survivor benefits and the true cost of this choice to your financial…
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Thrift Savings Plan Options – Are Lifecycle Funds Right for You?
Ben Raikes, CFP®, EA, of Mason & Associates discusses the investments within the TSP. Specifically, the Lifecycle funds and their…
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FEFP: We Actually Review. Beyond the Request: Adding Value (EP49)
Why do we ask you for so many documents to put together your financial plan? About the Episode: •What we…
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Estate Planning Mini-Series – What is a Revocable Trust?
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates reviews the basics of revocable trusts and how they can be…