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Your Checklist To Prepare For an Unexpected Death

Your Checklist To Prepare For an Unexpected Death
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

Milestones When You Should Call Your Advisor
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

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

Do You Need Help With 401(k) Accounts?
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’...
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Why You Need a Financial Advisor for 2017

Why You Need a Financial Advisor for 2017
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...
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20,000 – Dow Jones Industrial Average Hits a Milestone

20,000 – Dow Jones Industrial Average Hits a Milestone
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?

How Much Are You Losing to Idle Cash?
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...
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Happy Holidays From Mason & Associates!

Happy Holidays From Mason & Associates!
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?

Are You Maxing Out Your 2016 Retirement Plans?
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

Smart Gifting Strategies for Families
When you’re approaching retirement, many people face three important concerns: reducing their tax liability, ensuring they have enough money to last t...
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Don’t Forget to Pay Your California Property Taxes

Don’t Forget to Pay Your California Property Taxes
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

Market Update Following Election Results
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?

How Will the Election Results Affect the Market?
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...
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Help Us Make a Difference With Breast Cancer Charities

Help Us Make a Difference With Breast Cancer Charities
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)?

Should You Rollover Your Old 401(k)?
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)

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

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

Our Second Quarter Market Update
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!

It’s Back to School Time Again!
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 ...
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Important Information About Student Loan Rates

Important Information About Student Loan Rates
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...
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How Will the Election Affect the Markets?

How Will the Election Affect the Markets?
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!

Happy Fourth of July From Mason Life Planning!
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...
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U.K. Voters Choose Brexit: Deciphering the Fear from the Facts

U.K. Voters Choose Brexit: Deciphering the Fear from the Facts
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...
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How Will the Brexit Impact the Economy?

How Will the Brexit Impact the Economy?
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?

Should You Add Real Estate To Your Portfolio?
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...
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On This Father's Day

On This Father's Day
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...
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Do You Know How Much Risk Is In Your Portfolio?

Do You Know How Much Risk Is In Your Portfolio?
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...
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A Market Correction is an Opportunity

A Market Correction is an Opportunity
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...
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First Quarter 2016 Market Update

First Quarter 2016 Market Update
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...
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The Department of Labor Ruling and the Importance of a Fiduciary

The Department of Labor Ruling and the Importance of a Fiduciary
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 ...
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Who is Mason Life Planning and How Can They Help?

Who is Mason Life Planning and How Can They Help?
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 ...
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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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