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

California Fires: Keep Your Documents Safe With Secure Digital Document Storage
With wildfires raging across California and plenty of people in the southern states still recovering from hurricane season, you might be wondering how...
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The Importance Of Being A Fiduciary

The Importance Of Being A Fiduciary
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...
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Medicare Open Enrollment Starts On October 15th. What Do You Need To Know?

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

The Impact Of Wildfires On Personal Finances
The dangerous fire season has been dominating recent news. Wildfires in California have turned into record-setting blazes as the state deals with what...
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How To Protect Your Cell Phone From Hackers

How To Protect Your Cell Phone From Hackers
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 ...
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The 6 Important Benefits of 529 Plans

The 6 Important Benefits of 529 Plans
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

Introducing Our Operations Team
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!

A Gift of Appreciation For You!
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

Our Three Favorite Restaurants In Los Angeles
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 ...
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Our Mid-Year 2018 Economic Update

Our Mid-Year 2018 Economic Update
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

An Update From Charles W. Mason
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 ...
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How Much Risk Is In Your 401(k)?

How Much Risk Is In Your 401(k)?
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...
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Are You Ready For the Next Step in Financial Organization?

Are You Ready For the Next Step in Financial Organization?
Imagine laying out all of your bills, account statements, insurance policies, and loans and trying to make sense of them all. Pretty overwhelming, isn...
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How Does Your Retirement Savings Compare to Your Neighbors?

How Does Your Retirement Savings Compare to Your Neighbors?
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, ...
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Your 2018 Social Security Benefit Guide

Your 2018 Social Security Benefit Guide
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...
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Introducing the Newest Member of the Mason Family!

Introducing the Newest Member of the Mason Family!
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 ...
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Did You Know We Serve Clients Nationally?

Did You Know We Serve Clients Nationally?
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...
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Tax Law Changes: Are you keeping up? WE ARE!

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

Did You Know We Have a Tax Expert?
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

How Presidents Affect Stock Market Performance
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

Love and Money: Financial Planning Considerations for Couples
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...
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Jumpstart Your Financial Plan for 2018!

Jumpstart Your Financial Plan for 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...
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The Golden Rule of Budgeting? Spend Less Than You Earn

The Golden Rule of Budgeting? Spend Less Than You Earn
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...
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4 Things to Do When the Markets are High

4 Things to Do When the Markets are High
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. (...
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We Are Here For Your Friends and Family This Holiday SeasonWe Are Here For Your Friends and Family This Holiday Season

We Are Here For Your Friends and Family This Holiday SeasonWe Are Here For Your Friends and Family This Holiday Season
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...
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Five Financial Steps To Finish the Year Off Strong

Five Financial Steps To Finish the Year Off Strong
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...
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4 Safety Measures to Take Before Black Friday

4 Safety Measures to Take Before Black Friday
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...
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Don’t Fall Prey to the New IRS Phone Scam

Don’t Fall Prey to the New IRS Phone Scam
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...
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We’re Hiring!

We’re Hiring!
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

How to Prepare for an Earthquake
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

Ten Questions To Ask Your Financial Advisor
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...
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Are You Affected by the Equifax Data Breach? Here’s What to Do

Are You Affected by the Equifax Data Breach? Here’s What to Do
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...
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How To Help in the Wake of Hurricane Harvey

How To Help in the Wake of Hurricane Harvey
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?

What is a 529(a) Account?
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!

...And Now, for Some Good News!
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?

When Was the Last Time You Updated Your Life Insurance?
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)

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

Five Common Ways People Lose Their Retirement Savings
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?

Does Someone You Know Need a Financial Second Opinion?
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

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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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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