Mal Mason, Author at Iron Plan Solutions Group LLC

Retirement Planning Tax Planning

Breaking Down the One Big Beautiful Bill Act

The “One Big Beautiful Bill Act” (OBBBA), often called the “Big Beautiful Bill,” is a sweeping piece of legislation that touches nearly every aspect of…

Mal MasonAugust 20, 2025

Financial Planning Retirement Planning

The Pursuit of Financial Freedom In Retirement

Financial freedom in retirement means more than just having enough money, it means having choices. Putting a comprehensive retirement plan in place can not only…

Mal MasonJuly 17, 2025

Retirement Planning

Annuities Don’t Have to be Confusing

In the past, annuities have been a topic avoided by many, but lately interest levels have risen—a lot. In fact, online searches for terms like…

Mal MasonJune 20, 2025

Financial Planning

What’s Your Relationship with Your Finances?

An often-overlooked relationship is the one we have with our finances. As we celebrate the month of love, reflect on whether the relationship you have…

Mal MasonFebruary 18, 2025

Financial Planning

Start 2025 Strong with These 5 Financial Wellness Tips!

The new year is here, which means a fresh start to be the best, healthiest version of yourself, but don't limit that to just physical…

Mal MasonJanuary 17, 2025

Financial Planning

Setting Financial Goals for the New Year

It’s that time of year again—the time when many people set ambitious goals but struggle to follow through on achieving them. As you reflect on…

Mal MasonDecember 18, 2024

Financial Planning Retirement Planning Tax Planning

Personal Finance: The Importance of Starting Early

Whether you’re just starting out in your career, you are a Gen-X-er sandwiched between your kids’ college expenses and aging parents’ needs, or you are…

Mal MasonJuly 22, 2024

Retirement Planning

What is Sequence of Returns Risk?

Sequence of returns risk can put your retirement portfolio in jeopardy, but what is it, and how do you fight it? We get it. Retirement…

Mal MasonMay 8, 2024

Financial Planning

5 Reasons Financial Planning is Important for Women

It’s Women’s History Month! Let’s go over why financial planning is important for women. While there’s little doubt women have taken major strides professionally and…

Mal MasonMarch 26, 2024

Life Insurance

6 Key Features of Indexed Universal Life Insurance

Indexed universal life insurance is a type of permanent life insurance that offers different benefits to policyholders. Here is what you need to know! Traditionally,…

Mal MasonJanuary 16, 2024