Blog logo image Mason Financial Services in Redlands A blog with a wealth of information and insights on tax planning, retirement, and managing your financial life.

Planning and Saving for College

As a CPA, I am asked a lot of questions regarding tax benefits and credits for children. One of the more interesting questions I have heard is “Why do they take away benefits as the kids get older? They don’t cost less, they cost more – a lot more”. While I don’t...

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When to Begin Saving

We are living longer. Some believe that the first person that will live until 150 is alive today. It is not unreasonable to believe that people will spend upwards of 50 years in retirement – more years than they spend working. What kind of life will they lead? What...

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Letters from the IRS

What To Do With A Letter From the IRS I’ve been in the tax business for over 25 years, but when I go to the mailbox and find a letter from the IRS, I still get a tinge of fear. I’m sure they have a similar effect on you. And unless you are among the lucky few, sooner...

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