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.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Here’s a guide to explain all the parts of Medicare.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Tax preparation may be the perfect time to give the household budget a check-up.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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 importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Women must be ready to spend, on average, more years in retirement than men.
Making the most of surprises is a great reason to work with us.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Estate conservation is too important to put off. Do you have a smart exit strategy?
A bucket plan can help you be better prepared for a comfortable retirement.