Timothy Mason

Timothy Mason Financial Representative

05/22/2026

Cash seems comfortable, but comfort can come at a cost.

With money market yields slipping and fixed-rate annuities locking in higher guaranteed returns, even a “toe-in-the-water” approach could mean more come retirement.

Information over hesitation.

Read more: https://www.kiplinger.com/retirement/annuities/fixed-rate-annuity-interest-rates-make-it-worth-dipping-your-toe-in

Our fixed annuity options:
https://www.westernsouthern.com/wslife/products/annuities/fixed-annuity?utm_source=facebook&utm_medium=Hearsay&utm_content=3201061&utm_campaign=1284115

Whether you’re getting married, growing your family, buying a new home, changing jobs or working toward retirement… Cont...
05/21/2026

Whether you’re getting married, growing your family, buying a new home, changing jobs or working toward retirement… Contact me for financial and insurance guidance on a variety of life events. I am now a financial representative with Western & Southern Life, and I’d be happy to provide a personalized, complimentary financial review.

Are you a recent college graduate looking to kickstart your career with an exciting and dynamic company? We are searchin...
05/20/2026

Are you a recent college graduate looking to kickstart your career with an exciting and dynamic company? We are searching for passionate and driven individuals like you to join our team!

Ready to make an impact? Start your journey with Western & Southern Life today!

Click the link below to learn more.

Whether you are a financial services newcomer, military veteran, college graduate or seasoned industry veteran, we offer you many exciting opportunities.

Fed rate cut: How it affects your bank accounts, loans, credit cards, and investments
05/20/2026

Fed rate cut: How it affects your bank accounts, loans, credit cards, and investments

Here's how the Fed's rate decision could impact savings products, various types of loans, and credit cards.

The true cost of raising a family—are they protected against inflation?Raising a family involves more than love and time...
05/20/2026

The true cost of raising a family—are they protected against inflation?

Raising a family involves more than love and time—it comes with growing financial responsibility, especially as costs continue to rise.

Beyond the obvious expenses, consider how inflation impacts:

💠Childcare and education, where costs tend to rise faster than average
💠Healthcare and daily living expenses that increase year after year
💠Housing, transportation, and activities affected by higher prices
💠Long-term goals like college funding or future financial support, where today’s estimates may not reflect tomorrow’s reality

As inflation affects purchasing power, the cost of supporting your family in the future may be significantly higher than it is today.

If something unexpected happened to you, would those plans still be achievable—not just now, but years from now?

Life insurance death benefit helps ensure that the financial investment you’re making in your family can keep pace with rising costs. Protection today helps safeguard their
opportunities tomorrow.

https://www.westernsouthern.com/wslife/learn/financial-education/what-is-permanent-life-insurance?utm_source=facebook&utm_medium=Hearsay&utm_content=3211090&utm_campaign=1284115

A safety net doesn’t prevent falls; it helps soften them.Life insurance death benefits exist to help provide financial s...
05/19/2026

A safety net doesn’t prevent falls; it helps soften them.

Life insurance death benefits exist to help provide financial support when your loved ones need it most. It can help cover everyday expenses, long-term obligations, and future goals during life’s most difficult moments.

It’s not about fear, it’s about care. Not about predicting the future but preparing for it.
Having a plan in place is one of the most thoughtful decisions you can make for the people who depend on you.

https://www.westernsouthern.com/life-insurance/do-i-need-life-insurance?utm_source=facebook&utm_medium=Hearsay&utm_content=3212005&utm_campaign=1284115

Your lifestyle is built on one critical asset: your income.From housing and groceries to school activities and future go...
05/18/2026

Your lifestyle is built on one critical asset: your income.

From housing and groceries to school activities and future goals, income is what keeps life moving forward. If that income were suddenly gone, how long could your family maintain the same quality of life?

Lifestyle protection isn’t about luxury, it’s about stability. It’s about:

🟦 Keeping routines intact
🟦 Covering essentials without added stress
🟦 Allowing loved ones time to adjust and heal

Read more: https://www.westernsouthern.com/wslife/learn/financial-education/why-life-insurance-is-important?utm_source=facebook&utm_medium=Hearsay&utm_content=3192214&utm_campaign=1284115

05/18/2026

RMDs required … but not desired?

To help in the planning for longevity and expected retirement income needs, a QLAC addresses these concerns by deferring RMDs up to age 85. Qualified account owners facing forced RMDs (and their taxes) may invest as much as $200k in a QLAC via a DIA.

There are other ways to defer qualified money beyond RMD age, but investing in a QLAC could benefit your retirement strategy.

Take the cash refund option for guaranteed money with potential to either “live on” or “leave on.”

Get more DIA QLAC facts at the link below.

Address

3536 Concours
Ontario, CA
91764

Telephone

+13108774075

Website

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