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.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
A few strategies that may help you prepare for the cost of higher education.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Here are five facts about Social Security that are important to keep in mind.
Learn all about Medicare basics in this informative and insightful article.
A letter of instruction provides additional and more personal information regarding your estate.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Here are five facts about Social Security that might surprise you.
Make your retirement as exciting as your next vacation.
A bucket plan can help you be better prepared for a comfortable retirement.
Imagine your ideal post-pandemic retirement with this animated video.
If you died, what would happen to your email archives, social profiles and online accounts?