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Do Your Friends And Family Need Financial Guidance? We’re Here To Help

Do Your Friends And Family Need Financial Guidance? We’re Here To Help
Things are quickly changing these days. With some states and counties opening up, the different phases of reopening, constant updates about the spread...
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How To Prepare For The Unexpected Loss Of A Spouse

How To Prepare For The Unexpected Loss Of A Spouse
Have you ever thought about what would happen to your finances if you lost your spouse prematurely? Most people avoid this topic, and understandably s...
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What You Need To Do To Prepare For Tax Season

What You Need To Do To Prepare For Tax Season
For many of us, tax season is something we’d rather avoid. And it’s no surprise why, since each taxpayer spends about 12.5 hours preparing for and fil...
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What The 2019 SECURE Act Means For You

What The 2019 SECURE Act Means For You
At the end of December, Congress approved and President Trump signed the SECURE legislation, which stands for “Setting Every Community Up for Retireme...
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Tired Of All Those “Robo” Callers? Here Are Some Things You Can Do

Tired Of All Those “Robo” Callers? Here Are Some Things You Can Do
Everybody hates robocalls. There’s the local politician constantly pestering you for support, the scammer congratulating you on yet another free Carib...
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Congratulations To Our Very Own Marathon Runner!

Congratulations To Our Very Own Marathon Runner!
This time of year you might be tempted to start thinking about a New Year’s resolution. And if you’re a runner, that goal might include running a mara...
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Have You Received Your New Medicare Card?

Have You Received Your New Medicare Card?
Identity theft and fraud are always making headlines these days. Thankfully, the federal government has taken some steps to protect the identity of th...
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Equifax Breach Settlement

Equifax Breach Settlement
In September 2017, the personal data of 147 million people was compromised from the Equifax database. Equifax is one of the major financial rating age...
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Los Angeles Business Journal - August 2019

Los Angeles Business Journal - August 2019
We are so proud of Brent Mason and the Mason Team for being featured in the Los Angeles Business Journal highlighting the Most Influential Wealth Mana...
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How To Prepare For An Earthquake

How To Prepare For An Earthquake
There’s no doubt about it, it’s been a scary couple of weeks. With all the recent California earthquake activity, you might be feeling a bit on edge. ...
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Is Your College Savings Plan On Track?

Is Your College Savings Plan On Track?
Next to retirement, saving for college is the number-two savings priority for parents. (1) But despite the importance of having a college plan, many A...
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Have You Had The Financial Talk With Your Kids? We’re Here To Help

Have You Had The Financial Talk With Your Kids? We’re Here To Help
Most of what we do as parents is to help our kids succeed as adults. We teach them respect and responsibility and equip them with problem-solving skil...
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Financial Planning For Aging Parents

Financial Planning For Aging Parents
It’s often a shocking moment when you realize your parents, who taught you much of what you know and guided you to responsible adulthood, now need you...
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How To Maximize Your Health Savings Account (HSA)

How To Maximize Your Health Savings Account (HSA)
“That’s just a special account to pay for medical expenses, right?”   Wrong.   When we hear the word “health,” our brains automaticall...
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Mason & Associates Gives Back!

No matter how often you pay attention to news headlines, you are probably aware of the addiction, mental illness, and homelessness issues that plague ...
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Charitable Giving Under The New Tax Law

Charitable Giving Under The New Tax Law
Last year, the Tax Cuts & Jobs Act was all anyone could talk about. Though it has mostly slipped from the public spotlight, we are just now starting t...
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Give Your Financial Plan A Jump-Start In 2019!

Give Your Financial Plan A Jump-Start In 2019!
What new goals are you trying to reach in 2019? Are you focusing on your physical health by joining a gym and cleaning up your diet? Are you throwing ...
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7474 North Figueroa Street
Los Angeles, CA 90041

Phone: 323.254.3072
Toll Free: 888.988.401K
Fax: 323.395.0714

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