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925 Wappoo Road, Suite B
Charleston, South Carolina 29407

843.571.2372
tom@thomasmasi.com

Timing Your Retirement What You Need to Know About Social Security Working With A Financial Professional Leaving Your Lasting Legacy

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. 

Helpful Content

Lifetime of Earnings

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Protecting Those Who Matter Most

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

 

What's My 2023 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

How to Spend Again After Saving

When people save, it brings life rewards. But sometimes after being on your best money behavior for a long time, you want to cut loose and spend. It can happen whether you’ve been saving to buy a home, rejoined the workforce or survived a global pandemic.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

What is Guaranteed Retirement Income?

Get the facts about guaranteed retirement income.

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Saving for College 101

Here’s a crash course on saving for college.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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