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Important Update: Account Access
Many of you have utilized our Centaurus account aggregation service over the years. Our consolidated accounts center has been twofold:
1. You can view all of your "core accounts," i.e. those accounts held directly through Mason & Associates.
2. Through "Fiserv," formerly "CashEdge," you could link your "external accounts," i.e. accounts not held through our firm, such as your bank accounts, TSP, and etc.
Unfortunately Fiserv/CashEdge, the external portion, is proving increasingly difficult for our clients to use. As of July 16, 2018 we are canceling this subscription. Instead of continuing to battle with a product that does not work, we want to find a total account aggregation solution for our clients.
We will notify you as soon as we implement technology that can better serve you in aggregating your external accounts. You will still be able to access all of your Mason & Associates accounts in one place.
Please note that fixed annuities held through Allianz will no longer show up in your portfolio after Fiserv is removed. While these accounts are held through Mason & Associates, they do not feed into the core accounts section, and hence have always been added through Fiserv.
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July 4 Holiday Hours
Our office will be closed tomorrow through Friday, July 4 - 6. Please submit any requests for funds by 10:00AM today, Tuesday, July 3. Have a happy and safe Independence Day!
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Upcoming Mason & Associates Events - SAVE THE DATES
Fall 2018 Shred Party / Food Drive
Saturday, October 6 11:00AM - 1:00PM
James River Country Club, 1500 Country Club Road Newport News, VA 23606
Start gathering those sensitive documents that you want to shred! Bring them out to the James River Country Club - drive by drop-off or come inside for live music and BBQ! Bring as much paperwork as you would like, or can fit into your car! We ask that you bring a donation of a non-perishable food item to assist our community neighbors in need. With the loss of 9 Farm Fresh locations, it's events like this that help the Food Bank achieve their mission. Click
here
for their list of most needed items.
Federal Employee Health Benefits Open Season
Monday, October 8 (Columbus Day) 9:00 - 11:00AM
The Chamberlin, 2 Fenwick Road Hampton, VA 23651
The Federal Employee Health Benefits (FEHB) Open Season is November 12, 2018 - December 10, 2018. We want to make sure you are informed for this opportunity to evaluate your benefits and make appropriate updates to your coverage. Guest speaker, Kathy Bass, from Blue Cross and Blue Shield will provide the most up-to-date information on Medicare, FEHB, and TRICARE for Life. Learn how to strategize to reduce costs and maximize coverage for you and your family - Be sure to mark your calendar for this important event!
Afterward, we will be providing tours around the beautiful Chamberlin retirement community! We'll take you around to see the one- and two-bedroom apartments that overlook the Chesapeake Bay. Stick around if you want to start planning your luxury retirement, or check it out to share the information with family or friends.
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Alýssa and Todd Christiansen tied the knot on June 2! Our Chief Branding Officer, Alýssa, met the love of her life three years ago in yoga class. Ever since their zen encounter, Alýssa knew Todd was the one, and he has made her the happiest girl in the world every day since. Todd, an Assistant Principal at Smithfield High School, is absolutely perfect for Alýssa, and we know he will take good care of her.
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Their wedding was held in a lovely courtyard at The Mariners' Museum in Newport News on an amazing (thunderous!) day. They say rain on your wedding day is good luck, so these two are going to have the BEST luck!!! Todd and Alýssa enjoyed a two week honeymoon in Martinique! Needless to say, marriage is going great so far!! Congratulations, Alýssa and Todd - wishing you a lifetime of love and happiness!
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Mason & Associates, LLC
11827 CANON BLVD. STE 204
NEWPORT NEWS, VA 23606
(757)223-9898
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Michael R. Mason, CFP®, CLU®, ChFC®, Kenneth T. Mason, RICP®, and John M. Mason, CFP® offer securities & advisory services through Centaurus Financial, Inc., Member FINRA and SIPC, a Registered Investment Advisor. Mason & Associates, LLC and Centaurus Financial, Inc. are not affiliated companies. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in the following states: Arizona, California, Colorado, Florida, Indiana, Maryland, North Carolina, and Virginia.
This e-mail and attachment(s) may contain information that is privileged, confidential, and/or exempt from disclosure under applicable law. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, or copy of this message is strictly prohibited. If received in error, please notify the sender immediately and delete/destroy the message and any copies thereof.
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The CLU®, ChFC® and RICP® are the property of The American College, which reserves sole rights to its use, and is used by permission.
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