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.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Your credit score may influence how much you pay for auto and home insurance.
Learn how to address the challenges that women face when planning for retirement.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
There are four very good reasons to start investing. Do you know what they are?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
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.
Why are 401(k) plans, annuities, and IRAs so popular?
Pundits say a lot of things about the markets. Let's see if you can keep up.
What are your options for investing in emerging markets?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When do you need a will? The answer is easy: Right Now.