Thomas Masi Financial Services

Thomas Masi Financial Services Long term care planning as part of portfolio management Securities offered through Concourse Financial Group Securities, Inc., (CFGS), Member FINRA/SIPC.

Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Thomas J. Masi is independent of CFGS.

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life ins...
08/25/2024

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

All those years of work can add up to a small fortune. What's your strategy for your money?
08/21/2024

All those years of work can add up to a small fortune. What's your strategy for your money?

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

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.
08/18/2024

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

Bucket lists don’t have to be for tomorrow.

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qu...
08/14/2024

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Lea...
08/11/2024

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

Learn about the importance of having an estate strategy in this helpful and informative video.

08/07/2024

Learn how work, and how they can help you save money.

The financial risks to consider when evaluating self insurance?
08/04/2024

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Fallen trees damage property and strain neighborly relations.  Who pays when your tree falls?
07/31/2024

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

"The only things certain in life are death and taxes." Benjamin Franklin
07/28/2024

"The only things certain in life are death and taxes." Benjamin Franklin

Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
07/24/2024

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
07/21/2024

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of o...
07/17/2024

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

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925 Wappoo Road
Charleston, SC
29407

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