Blog
My name is Steve Mason and I am a Investment Adviser representative with Creative Financial Designs, Inc. and a Retirement Planning Guru. I often joke that I'm a simple-minded guy, so I strive to make the complicated topic financial planning as simple and down-to-earth as possible for my clients. While my thoughts do reflect who I am (a local, small town Christian adviser), they are also based on over 40 years in the business. In that kind of time frame, I have just about seen it all: the joys of a booming market, the lows of a volatile market, and everything in between. History shows us that it's easy for an adviser to look good in a strong market; but when times are tough, you want someone who is watching out for you as a client and a friend. If slick sales presentations and power suits appeal to you, then I am probably not your guy. What you will find is a comfortable, easy-to-understand approach to the big picture of your retirement. Recommendations are always personalized to your goals and concerns. And we like to have a little fun along the way, too! Whether it is being out in the community as part of our Good Deeds Service Club or hosting a client event, my clients are offered so much more than just an annual review. You will find that I take your trust very seriously and guide my practice by faith-based principles, always striving to do what is in the best interest of each person I work with.
What's the Purpose of a Retirement Strategy?
“What’s the purpose of a retirement strategy?” It’s a simple question, but most get the answer wrong.Artificial intelligence got it wrong. AI Gemini says, “The purpose of creating a retirement strategy is to act as a comprehensive,...
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How will you be spending this holiday season?
Holiday budgeting is here. You’ve probably had several people ask you, “How will you be spending this holiday season?” As your financial professional, my emphasis on the “spending” means something different. Let's talk about it.
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Is Social Security Going to Run Out in Your Lifetime?
If the Social Security trust fund coffers were to disappear completely, it would imply that no action would be taken to correct the matter between now and 2035. Read more in our new post .
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Taxes Returns for the Deceased
When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes. We have put together a few tips that might help.
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