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

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

Wednesday, June 03 2020

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

Wednesday, May 20 2020

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

Wednesday, February 12 2020

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

Monday, January 06 2020

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

Wednesday, December 11 2019

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!

Thursday, November 07 2019

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?

Thursday, October 17 2019

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

Tuesday, September 10 2019

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

Wednesday, August 21 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

Wednesday, July 17 2019

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?

Thursday, June 27 2019

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

Thursday, June 27 2019

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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Los Angeles Business Journal

Monday, April 22 2019

We are so proud to be featured in the Los Angeles Business Journal under the Wealth Management Trust and Estate section starting on page 17. Several o...

3228 Hits

Financial Planning For Aging Parents

Wednesday, April 10 2019

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)

Monday, March 18 2019

“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!

Friday, March 01 2019

No matter how often you pay attention to news headlines, you are probably aware of the addiction, mental illness, and homelessness issues that plague ...

2709 Hits

Charitable Giving Under The New Tax Law

Wednesday, February 06 2019

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!

Wednesday, February 06 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 ...

2558 Hits

California Fires: Keep Your Documents Safe With Secure Digital Document Storage

Monday, December 03 2018

With wildfires raging across California and plenty of people in the southern states still recovering from hurricane season, you might be wondering how...

1837 Hits

The Importance Of Being A Fiduciary

Monday, December 03 2018

You may have heard the term fiduciary come up on the news or maybe in conversations over this past year. If you have not, we look forward to explainin...

3329 Hits

Medicare Open Enrollment Starts On October 15th. What Do You Need To Know?

Monday, December 03 2018

Just as getting a driver’s license seems to occupy the mind of every almost-16-year-old, enrolling in Medicare occupies the mind of everyone nearing r...

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The Impact Of Wildfires On Personal Finances

Monday, December 03 2018

The dangerous fire season has been dominating recent news. Wildfires in California have turned into record-setting blazes as the state deals with what...

2209 Hits

How To Protect Your Cell Phone From Hackers

Monday, December 03 2018

As evidenced by the recent news of the numerous data breaches or hackers getting sensitive information, it’s more important than ever to protect your ...

3589 Hits

The 6 Important Benefits of 529 Plans

Monday, December 03 2018

The first day of school is right around the corner and you can’t walk into a store without seeing back to school displays and sales. But while you’re ...

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Introducing Our Operations Team

Monday, December 03 2018

Mason & Associates, Inc. wouldn’t be complete without our Operations Team. As an independent, Registered Investment Advisor, your fiduciary and planni...

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A Gift of Appreciation For You!

Monday, December 03 2018

Mason & Associates would not be where we are today without the loyalty and commitment of our clients. We know that trusting us with your money, Life P...

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Our Three Favorite Restaurants In Los Angeles

Monday, December 03 2018

An average American household can easily spend upwards of $3,000 a year eating out, according to a research from the Bureau of Labor Statistics. When ...

3543 Hits

Our Mid-Year 2018 Economic Update

Monday, December 03 2018

We’re halfway through 2018, and after a booming 2017, our economy has seen its fair share of ups and downs, market volatility, trade uncertainty, and ...

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An Update From Charles W. Mason

Monday, December 03 2018

Can you believe it’s been thirty years since Mason & Associates was founded? I could never have imagined the wonderful course this business has taken ...

2869 Hits

How Much Risk Is In Your 401(k)?

Monday, December 03 2018

We take risks everyday, whether we know it or not. We don’t usually think about risk until the unexpected happens and it’s too late to do anything abo...

3282 Hits

Are You Ready For the Next Step in Financial Organization?

Monday, December 03 2018

Imagine laying out all of your bills, account statements, insurance policies, and loans and trying to make sense of them all. Pretty overwhelming, isn...

2678 Hits

How Does Your Retirement Savings Compare to Your Neighbors?

Monday, December 03 2018

Retirement is a popular topic in the personal finance world. There is a glut of information about when to start saving, what the best strategies are, ...

4059 Hits

Your 2018 Social Security Benefit Guide

Monday, December 03 2018

Almost 62 million people depend on Social Security in one way or another. Born out of the Great Depression as a retirement safety net, it has grown to...

2326 Hits

Introducing the Newest Member of the Mason Family!

Monday, December 03 2018

Here at Mason & Associates, we value our clients, care about their lives, and strive to work for their best interests. As we get to know you, we also ...

3324 Hits

Did You Know We Serve Clients Nationally?

Monday, December 03 2018

If you are one of our local clients, you may not realize that we serve clients all over the United States! We are grateful for the technology that all...

2285 Hits

Tax Law Changes: Are you keeping up? WE ARE!

Monday, December 03 2018

President Trump campaigned on the promise of sweeping tax reform, and on December 20, 2017, Congress passed the final version of the Tax Cuts and Jobs...

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Did You Know We Have a Tax Expert?

Monday, December 03 2018

Tax season is here! This may not be everyone’s favorite time of year, but taxes are a necessary evil we must deal with. Thankfully, you don’t have to ...

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How Presidents Affect Stock Market Performance

Monday, December 03 2018

We just celebrated our 218th President’s Day in the US! We thought it would be appropriate to look at history and examine how the office of the presid...

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Love and Money: Financial Planning Considerations for Couples

Monday, December 03 2018

Do you enjoy talking about money with your significant other or is it a topic you strive to avoid at all costs? A couples and money survey reveals tha...

3576 Hits

Jumpstart Your Financial Plan for 2018!

Monday, December 03 2018

We’ve all heard the stats; 80% of New Year’s resolutions fail by February. (1) Good intentions are wonderful, but if you don’t take the small steps to...

2931 Hits

The Golden Rule of Budgeting? Spend Less Than You Earn

Monday, December 03 2018

It sounds obvious, right? To maintain or grow your wealth, you can’t spend more than you have in your bank account. Yet, eight in ten Americans are in...

3430 Hits

4 Things to Do When the Markets are High

Monday, December 03 2018

Last year, the markets hit a number of milestones. The Dow broke the 24,000 mark for the first time, and the S&P 500 closed at a high of over 2,600. (...

2095 Hits

We Are Here For Your Friends and Family This Holiday SeasonWe Are Here For Your Friends and Family This Holiday Season

Monday, December 03 2018

The holidays can be tough financially. In fact, Americans will spend nearly $1,000 this year on holiday gifts alone. (1) Factor in travel and food and...

2502 Hits

Five Financial Steps To Finish the Year Off Strong

Monday, December 03 2018

When you watched the New Year’s Eve countdown and raised your glass to 2017, did you make any resolutions to put your finances first this year? Financ...

2986 Hits

4 Safety Measures to Take Before Black Friday

Monday, December 03 2018

It’s almost Thanksgiving, and that means Black Friday and Cyber Monday are coming. Don’t let the fun and excitement of holiday shopping turn into a cr...

2969 Hits

Don’t Fall Prey to the New IRS Phone Scam

Monday, December 03 2018

Scams are a dime a dozen these days. We come across fraud every time we open our email or receive a phone call from an unfamiliar number. While most s...

2874 Hits

We’re Hiring!

Sunday, December 02 2018

Over the years, we’ve been lucky to experience incredible growth since our founding in 1989. In these nearly 30 years, not only has our client base ex...

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How to Prepare for an Earthquake

Sunday, December 02 2018

In these past two months, the news has been full of coverage of natural disasters, from hurricanes to earthquakes. As we’re based in Los Angeles, thes...

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Ten Questions To Ask Your Financial Advisor

Sunday, December 02 2018

With over 200,000 financial advisors across the country, how do you know which one will be the right fit for your situation and personality? (1) The f...

3957 Hits

Are You Affected by the Equifax Data Breach? Here’s What to Do

Sunday, December 02 2018

If you have a credit report (and most of us do), there’s a good chance that you were one of the estimated 143 million Americans affected by the recent...

2717 Hits

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