Allen Masri

Federal Benefit Consultants

Articles

The Glidepath And Systematic Withdrawal Theory: Do They Still Apply In Today’s Interest Rate Environment?

March 1, 2022

William Bengen is considered the father of the systematic withdrawal theory. Bengen, in his extensive research, ...

Read more >

Should you put an annuity inside your IRA? The answer is a definite MAYBE.

February 22, 2022

An ongoing dispute among financial advisors concerns the question of whether it is ever a good ...

Read more >

Protecting the Family Inheritance: Beneficiary-Controlled Trusts

March 21, 2022

In a perfect world:Your will would be drawn up, your assets distributed in a timely, no-hassle ...

Read more >

Transparency: Welcome to the Future

March 21, 2022

Everywhere you look in our industry; you see changes, changes designed to be more transparent.It seems ...

Read more >

Common Money Myths That Keep You Confused

March 23, 2022

Are you confused and frustrated about money?As they say, “If you repeat a lie often enough, ...

Read more >

Beneficial Long Term Capital Gain Tax Rates

March 21, 2022

Did you know the tax law changed on Capital Gains? Do you know how important it ...

Read more >

Elder Abuse and Tax Scam Issues

March 23, 2022

Don't be scammed by crooks when it comes to taxes.Regardless of what happens with the DOL ...

Read more >

Women Focused Financial Planning

March 21, 2022

Women-Focused Financial PlanningMany women, especially those in their 60s and 70s, grew up with the idea that ...

Read more >

Why Your Spend Down Retirement Phase Requires Planning

March 23, 2022

Many investors, especially those within ten years of retirement, look for guidance as they near the ...

Read more >

Running Out of Money Before You Run Out Of Life

March 23, 2022

A recent article in Money Magazine (https://money.com/save-for-retirement/) shined a bad light on Americans planning retirement. Health care expenses, living ...

Read more >

Tax Loss Harvesting

March 21, 2022

What is tax-loss harvesting and will it work for you?“For many investors, tax-loss harvesting is one ...

Read more >

Does Your Financial Plan Have A Cavity?

March 23, 2022

Regardless of age, oral health plays a massive role in your physical health and wellbeing. This is ...

Read more >

Your Broker Wants You To Know All Quiet On The Western Front

March 21, 2022

If you haven’t read the colossal epic book about WWI, All Quiet on the Western Front, ...

Read more >

Charitable Gift Annuities

March 23, 2022

A charitable gift annuity (CGA) provides a structured way to give to charity while securing your future. ...

Read more >

Savings Bonds and Tax Deferral

February 23, 2022

Savings Bonds and Tax Deferral Savings Bonds and tax liability, make sure you understand the details. The ...

Read more >

Annuities Dirty Little Secret: Number 1

May 7, 2023

Annuity secrets will tell you the truth about annuities You have probably seen this ad: “Invest in an ...

Read more >

Promissory Notes May Not Be Real Promises

March 21, 2022

Promissory Notes May Not Be Real PromisesIf you are considering the purchase of a promissory note, ...

Read more >

The Pros and Cons of Investing In and Owning Gold

March 21, 2022

The Pros and Cons of Investing In and Owning GoldThroughout history, gold has easily been the ...

Read more >

The Baby Boomers Are Overpowering the Health Care System

March 23, 2022

The Baby Boomers are overpowering the health care system. For over 100 years, the discussion of ...

Read more >

Transparency It Had To Come We Knew It All Along

March 23, 2022

Transparency: It Had To Come We Knew It All AlongDisclosure Disclosure DisclosureOur grandson, Andrew, is a ...

Read more >
Allen Masri picture

Allen Masri

Federal Benefit Consultants

1836 N. Pine Island Rd.

Plantation, Florida 33322

allen.masri@retirevillage.com

(786) 398-7260

Sign up for our newsletter.

Safe Money insights and tips sent to your inbox twice a month.

Sign Up Now!