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 your 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 Nanette@thomasmasi.com to schedule a complimentary consultation with a Financial Advisor.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
How Income Taxes Work
A quick look at how federal income taxes work.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
A change in your mindset during retirement may drive changes to your portfolio.
When to start? Should I continue to work? How can I maximize my benefit?
For some, the social impact of investing is just as important as the return, perhaps more important.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Check out this video to begin separating fact from fiction.
Agent Jane Bond is on the case, cracking the code on bonds.
There are hundreds of ETFs available. Should you invest in them?
The decision whether to buy or rent a home may have long-term implications.
Learn about what risk tolerance really means in this helpful and insightful video.