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: firstname.lastname@example.org.
How Income Taxes Work
A quick look at how federal income taxes work.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Understanding how a stock works is key to understanding your investments.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
The tax rules that govern donating art are complex and confusing. Take a closer look.
One way to find money is to examine your current spending habits and eliminate money wasters.
Lifestyle considerations in creating your retirement portfolio.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, cracking the code on bonds.
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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Savvy investors take the time to separate emotion from fact.
How does your ideal retirement differ from reality, and what can we do to better align the two?