Understanding Today’s Financial Environment
Welcome, I’m Tom Masi, a Financial Professional in Charleston, South Carolina. At our firm, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 843.571.2372 or email: [email protected]
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What does your home really cost?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Here’s a quick guide to checking to see if you have unclaimed money.
There are a few things to consider when buying or leasing your next vehicle.
Taking your Social Security benefits at the right time may help maximize your benefit.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.