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: [email protected]
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
There are ways to improve your physical fitness without denting your fiscal fitness.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
A change in your mindset during retirement may drive changes to your portfolio.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Even low inflation rates can pose a threat to investment returns.
Here are five facts about Social Security that might surprise you.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here’s a quick guide to checking to see if you have unclaimed money.
There are hundreds of ETFs available. Should you invest in them?