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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: Planning for an Early Retirement (EP44)
What you need to know in order to successfully retire early. About the Episode: •Plan what you’re going to do…
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Why Federal Employees Should Consider a Donor Advised Fund
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses the Donor Advised Fund and how it is used to…
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Estate Planning Mini-Series – Financial Power of Attorney
Ben Raikes, CFP®, EA, of Mason & Associates introduces our estate planning mini-series and the Financial Power of Attorney (FPOA).…
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FEFP: Don’t Let Perfect Get in the Way of Good Enough (EP43)
Don’t let the idea of building an absolutely perfect financial plan get in the way of enjoying your life. About…
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The Qualified Charitable Distribution – One of the BEST Ways to Give to Charity
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses possibly the best charitable giving strategy. The Qualified Charitable Distribution.…
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FEFP: 2023 Updates: Taking Action for a Secure Future (EP42)
The importance of taking action today because time goes by very quickly. About the Episode: •What a strategic planning meeting…
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Seed vs. Sod (Do-it-yourself or hire a professional)
John Mason, CFP®, discusses the value of a financial planner with the analogy of planting seed vs laying sod. Is…
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FEFP: Social Security In The News & We’re Confused (EP41)
Social Security has been in the news lately, but the proposals don’t match up with the potential issues it is…
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Why We Founded Mason & Associates- Our Purpose
Michael Mason, CFP®, of Mason & Associates discusses the history of Mason & Associates and what drives us to offer…