Massie & Associates Financial Planning Corp

Massie & Associates Financial Planning Corp Financial planning by a CPA/CFP(r) Selecting a professional to provide financial guidance is a critical decision.

When you need help, you usually look for a CPA, a Certified Financial Planner and a Registered Investment Advisor. Our firm's partners possess all these credentials - everything you need is under our roof. We can assist you in "securing your future from beginning to end".

Before retiring early, take a look at the cold, hard facts.
06/08/2026

Before retiring early, take a look at the cold, hard facts.

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

How much could you receive from Social Security? Here’s what to expect.
06/05/2026

How much could you receive from Social Security? Here’s what to expect.

Calculating your potential Social Security benefit is a three-step process.

In the world of finance, the effects of the "confidence gap" can be especially apparent.
06/03/2026

In the world of finance, the effects of the "confidence gap" can be especially apparent.

In the world of finance, the effects of the

Not all annuity options work the same way. Use this tool to compare payout structures and see which one aligns with your...
06/01/2026

Not all annuity options work the same way. Use this tool to compare payout structures and see which one aligns with your long-term goals.

Compare annuity options to see how each one could affect your long-term income outlook.

06/01/2026

Not all annuity options work the same way. Use this tool to compare payout structures and see which one aligns with your long-term goals.

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing mone...
05/29/2026

Do you have old retirement plans from your former employers? Our video offer tips on how to search for your missing money like a Retirement Plan Detective!

Watch this fun video for tips on how to search for missing money.

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs...
05/27/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.

Estimate the total amount you may need saved to support your desired retirement lifestyle.
05/25/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA...
05/22/2026

Here's a common strategy high earners use: The backdoor Roth conversion! It involves moving money from a traditional IRA to a Roth IRA. Talk to your financial professional to see if it makes sense for you.

Use this article to start conversations about the “backdoor” Roth IRA strategy.

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.
05/20/2026

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

Learn how to address the challenges that women face when planning for retirement.

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15961 McGregor Boulevard Ste 2
Fort Myers, FL
33908

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