Mason and Associates
Mason & Associates is a fee-only financial planning firm for federal employees. We're located in Newport News, Virginia and work with clients locally and throughout the United States. Michael Mason, Certified Financial Planner™ and his brother, Kenneth Mason RICP® have spent over three decades providing financial planning services and serving as financial advisors to federal and government employees. Today, our team has grown to five senior financial planners who all specialize in serving federal employees retiring under FERS, CSRS, and CSRS-Offset retirement systems. John Mason, Certified Financial Planner™, Tommy Blackburn, CFP®, CPA, PFS, and Ben Raikes, CFP®, EA also have a combined three decades of experience providing financial planning and tax planning services.
Investment advisory services offered through Mason & Associates, LLC
Life After Death: Essential Estate Planning Thoughts for Every Federal Employee
Federal Employee Health Benefit Considerations & TRICARE
10 Things Federal Employees Can Do Outside Of An Open Season
What Every Federal Employee Should Know About Their TSP
Federal Employee Retirement in 2025
Year-End Tax Planning for Federal Employees
One Big Beautiful Bill Part 2
One Big Beautiful Bill Part 1
Federal Employee Listener Mail - Survivor Benefits, IRA Rollovers, and Small Pensions
A Financial Planner’s Guide to Credit Cards, Debit Cards, and Cash
Investing Principles for Federal Employees: ETFs, Mutual Funds, and More
An Inside Look at Strategic Planning Season: Real Conversations, Real Impact
Inside the Strategy Room: Growing with Purpose at Mason & Associates
It’s Not Even Close: The 30–50% Gap and Why Federal Benefits Crush the Competition
Taxes Is a Year Round Sport: Planning Smarter for Federal Employees
More than TSP: Real Financial Planning for Real Federal Employees
Beyond the 6-Month Rule: Rethinking Emergency Funds for Federal Employees
Retiring in Uncertain Times? Avoid This Survivor Benefit Mistake
TSP Distributions for Federal Employees & the 4% Rule
Medicare Masterclass on Enrollment, Costs, and the Inflation Reduction Act with Bryan Gay
Federal Employee Financial Planner Near Me
Fork in the Road: Understanding Your Federal Retirement Options & Staying Prepared
Federal Employees- Are you Ready to Retire? Calculate Your Modified Current Income (MCI)
Social Security Shake Up Part 2 Big Changes Are Here – WEP and GPO Eliminated
Federal Employee YouTube Favorites: Best Retirement Days, TSP Mistakes, and Survivor Tips
Thrift Savings Plan Options: Super-Catch Up and Roth Conversions
Federal Employees: Are You Ready to Retire? DOGE Might Make the Choice for You
Social Security Shake-Up: What Proposed Changes Mean for Federal Employees
Mortgage Strategies for Federal Employees: Insights with James Anderson of CapCenter