Recent blog posts - Charles W. Mason & Associates, Inc. - Blog

How To Help in the Wake of Hurricane Harvey

Sunday, December 02 2018

Hurricane Harvey has taken a catastrophic toll on a great city in our nation. While it has left many stranded, homeless, and in need of assistance, it...

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What is a 529(a) Account?

Sunday, December 02 2018

There’s a new 529 plan on the block, but don’t get confused – this one is isn’t for college planning. The 529(a) account provides a way to save for th...

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...And Now, for Some Good News!

Sunday, December 02 2018

It’s easy to get discouraged when you watch the news and hear about the negative events and attitudes that inundate our lives. But sometimes a little ...

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When Was the Last Time You Updated Your Life Insurance?

Sunday, December 02 2018

When you look at your whole financial strategy, life insurance reviews are rarely at the top of the priority list. Most of us purchase a policy, then ...

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How Much Do You Know About Social Security? (Quiz)

Sunday, December 02 2018

Social Security can be complicated to navigate at times, but since it’s so vital to your retirement income plan, it’s important to make wise decisions...

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Five Common Ways People Lose Their Retirement Savings

Sunday, December 02 2018

When you’ve saved your whole life, you usually want to protect your assets at all costs. Regardless of whether you are nearing retirement or already t...

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Does Someone You Know Need a Financial Second Opinion?

Sunday, December 02 2018

When the markets are as volatile and confusing as they have been over the past several years, even the most patient investors may come to question the...

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Your Checklist To Prepare For an Unexpected Death

Sunday, December 02 2018

How much time have you spent thinking about your future death? If you’re like most people, probably not much. It’s not a topic that we like to dwell o...

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Milestones When You Should Call Your Advisor

Sunday, December 02 2018

A financial advisor is incredibly valuable when it comes to handling your everyday money concerns and helping you plan for your future. But at the sam...

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5 Ways To Start Your Year Off On The Right Financial Foot

Sunday, December 02 2018

Are you confident about your financial future? A recent Gallup poll found that just over half of Americans are. Only 15% say they are “very confident”...

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Do You Need Help With 401(k) Accounts?

Sunday, December 02 2018

Over 88 million Americans participate in a 401(k) plan, with an average $96,288 balance, making 401(k)s a primary income source for retirement. There’...

2550 Hits

Why You Need a Financial Advisor for 2017

Sunday, December 02 2018

How often do your finances cause you to lose sleep? How much time do you spend stressing about money? Americans’ fears regarding their lifestyle, medi...

1803 Hits

20,000 – Dow Jones Industrial Average Hits a Milestone

Sunday, December 02 2018

The Dow Jones Industrial Average just surpassed a major milestone – 20,000. The widely popular index of stocks has had significant gains since the clo...

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How Much Are You Losing to Idle Cash?

Sunday, December 02 2018

By Charles Mason, Mason and Associates Many of us like seeing the numbers add up in our bank accounts. It makes us feel secure, knowing that we ha...

2068 Hits

Happy Holidays From Mason & Associates!

Sunday, December 02 2018

Merry Christmas and Happy Holidays from Mason & Associates! We want to take a moment to thank you for being a part of our family. We sincerely appreci...

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Are You Maxing Out Your 2016 Retirement Plans?

Sunday, December 02 2018

By Anne Shim, Mason and Associates As we approach the end of 2016, many of us are enjoying the holidays and getting ready for a fresh start in 201...

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Smart Gifting Strategies for Families

Sunday, December 02 2018

When you’re approaching retirement, many people face three important concerns: reducing their tax liability, ensuring they have enough money to last t...

2112 Hits

Don’t Forget to Pay Your California Property Taxes

Sunday, December 02 2018

It’s property tax time! While no one enjoys paying property taxes, especially this time of year when the holidays are in full swing, it’s something yo...

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Market Update Following Election Results

Sunday, December 02 2018

Last week stocks surged as the impact of the election results dominated market activity and investor sentiment. Trump’s unexpected victory came as a s...

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How Will the Election Results Affect the Market?

Sunday, December 02 2018

After a tumultuous and dramatic election season, the results are in. This election was certainly one for the history books. Because both polls and mar...

2058 Hits

Help Us Make a Difference With Breast Cancer Charities

Sunday, December 02 2018

When someone near and dear to you passes away before their time, it can be equally devastating and inspiring. This is how we feel about the passing of...

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Should You Rollover Your Old 401(k)?

Sunday, December 02 2018

By Anne Shim, Mason and Associates Often touted as a defining characteristic of the Millennial Generation, Americans are now transitioning from jo...

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We Support Our L.A. Dodgers in World Series 2017! (Photos)

Sunday, December 02 2018

At Mason and Associates, we support our L.A. Dodgers! As we approach the World Series 2017, we’ll be wearing our blue in the office and at the ball ga...

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How Much Do You Know About the History of Social Security?

Sunday, December 02 2018

In 2015, Social Security turned 80 years old. When it was enacted, it was a groundbreaking program that provided financial security and assistance to ...

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Our Second Quarter Market Update

Sunday, December 02 2018

After a volatile first quarter of 2016, markets managed to end positive for the first half of 2016. Common market barometers such as S&P 500 and Dow J...

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It’s Back to School Time Again!

Sunday, December 02 2018

How can it possibly be that time again already? The summer feels like it’s just begun, and yet our Facebook feeds are filled with kids heading off to ...

1699 Hits

Important Information About Student Loan Rates

Sunday, December 02 2018

Student loans can be both a significant aid as well as a financial drain for the future. If you are a parent of a student or a student yourself, you s...

1851 Hits

How Will the Election Affect the Markets?

Sunday, December 02 2018

No matter your political preferences, this election is likely to be a memorable one. With each political party’s national convention either over or un...

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Happy Fourth of July From Mason Life Planning!

Sunday, December 02 2018

The Fourth of July brings up memories of fireworks, summer barbeques, and warms nights, but especially time spent with family and friends. As we spend...

1829 Hits

U.K. Voters Choose Brexit: Deciphering the Fear from the Facts

Sunday, December 02 2018

The British have spoken. As of last week, 17.4 million British voters had cast their ballot to exit the European Union, compared to 16.1 million who v...

1492 Hits

How Will the Brexit Impact the Economy?

Sunday, December 02 2018

You may have heard about the possibility of a “Brexit” on the news. But what does it mean and how would it affect your portfolio? Here’s the answers t...

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Should You Add Real Estate To Your Portfolio?

Sunday, December 02 2018

For over a year now the stock market has been bouncing around like a ball in a pinball machine. With a presidential election on the horizon, especiall...

2169 Hits

On This Father's Day

Sunday, December 02 2018

Days like Father’s Day, where we take the time to honor those who have had a significant impact on our lives, can lead us to reflect on our own parent...

1627 Hits

Do You Know How Much Risk Is In Your Portfolio?

Sunday, December 02 2018

The markets have been upsetting this year if you’re an investor. While the S&P 500 gained 1.53% in May, that brings the market to where it was about o...

2027 Hits

A Market Correction is an Opportunity

Sunday, December 02 2018

Investors know that this year has been anything but smooth sailing in financial markets. But instead of letting market volatility get you down, why no...

1765 Hits

First Quarter 2016 Market Update

Sunday, December 02 2018

The first quarter of 2016 offered a roller coaster ride for investors. To start off the year, the general stock market found itself down almost 11% by...

2112 Hits

The Department of Labor Ruling and the Importance of a Fiduciary

Sunday, December 02 2018

On April 6, the long-anticipated final rules from the Department of Labor were issued, which are expected to significantly impact how people save for ...

1976 Hits

Who is Mason Life Planning and How Can They Help?

Sunday, December 02 2018

When it comes to something as significant as your financial future and the well-being of your family, it’s important to work with a wealth management ...

2213 Hits

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