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Blog

Couple walking in a field with the ocean in the background
Kevin Mason | Oct 24, 2023

Don’t Let These Costly Retirement Mistakes Drain Your Nest Egg

Investments
Retirement
Savings
Estate Planning
Risk Management
If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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Set of keys beside miniature house
Kevin Mason | Oct 11, 2023

Negotiating a Great Mortgage in a High Rate Environment

Investments
Property
Real Estate
Finance
Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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Business page of a newspaper
Kevin Mason | Sep 28, 2023

Navigating Fiscal Dramas and Market Downturns: What You Need to Know

Investments
Savings
Risk Management
The world of finance is never static. It's an ever-changing landscape that reflects the ebb and flow of economic indicators, political events, and public
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Grandmother with child
Kevin Mason | Sep 8, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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Yellow Volkswagen van on road in desert
Kevin Mason | Aug 26, 2023

Using the FIRE Movement to Gain Financial Independence

Retirement
Savings

Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial

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financial professionals
Kevin Mason | Aug 25, 2023

Personal Liability Protection

Insurance
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for
Read More
Person writing a list in a notebook
Kevin Mason | Aug 24, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
Read More
financial professionals
Kevin Mason | Aug 23, 2023

Personal Liability Protection

Insurance
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for
Read More
Three women laughing in a park
Kevin Mason | Aug 22, 2023

What College Students Need to Know About Money

College

College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances

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Elderly person holding a stress ball
Kevin Mason | Aug 21, 2023

How to Plan Long-Term Care Before You Need It

Finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

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Businessman using a laptop and smartphone
Kevin Mason | Aug 19, 2023

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

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desk with laptops
Kevin Mason | Aug 18, 2023

The Value of Investing with a Financial Professional Instead of a Do-It-Yourself Approach

Finance

Paying fees for professional investment management is something we’d all like to avoid. Why pay for some guy in a suit to manage your investments when you can

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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