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".

Stay ahead this year with this handy Personal Finance Calendar.
09/09/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property...
09/07/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
09/04/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise v...
09/02/2026

Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise visual guide. Stay informed and plan for a secure financial future.

Get ready to celebrate your financial birthdays in this informative infographic.

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. Fr...
08/31/2026

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. From tips and overtime to child credits and estate exemptions, here's what you need to know about the One Big Beautiful Bill Act.

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

08/28/2026

Where you save matters just as much as how much you save. See how tax-deferred growth compares to a taxable account over the same time horizon.

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?
08/26/2026

Did you know that the SECURE Act 2.0 changed Required Minimum Distribution Rules?

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
08/24/2026

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
08/21/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

How many credit cards do you have?
08/19/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

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15961 McGregor Boulevard Ste 2
Fort Myers, FL
33908

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