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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Second marriages are a trigger event to revisit any existing estate strategies.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
One of the most common questions people ask about Social Security is when they should start taking benefits.
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.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator demonstrates the power of compound interest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
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.
What if instead of buying that vacation home, you invested the money?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you know these three personal finance sayings?
A special needs trust helps care for a special needs child when you’re gone.
If you died, what would happen to your email archives, social profiles and online accounts?
A bucket plan can help you be better prepared for a comfortable retirement.