Allen Masri
Federal Benefit Consultants
Articles
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 ...
Estate Executor: Duties and Obligations
March 21, 2022
An executor is a person responsible for managing the administration of a deceased individual's estate.Obligations can ...
Why Should I Plan If I Don’t Ever Want To Retire?
March 23, 2022
Why should I plan if I don’t ever want to retire?“Many people, especially small business owners ...
The Good News: The Longer You Live, The Longer You Live
March 21, 2022
The Longer You Live, The Longer You Live“I have felt for a long time a sense ...
10 Solid Reasons To Consider An Annuity For Your Retirement Foundation
March 23, 2022
Need a reason to add an annuity to your retirement portfolio? Here are 10.Annuities aren’t for everyone; you ...
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 ...
Do You Know And Understand Your Risk Tolerance
March 23, 2022
Risk is the exposure to loss.The first thing to consider is What is Risk?Risk is the ...
Legacy Arbitrage
February 24, 2022
Use Legacy Arbitrage to extend benefits to heirs.Definition of 'Arbitrage' from Investopedia"The simultaneous purchase and sale ...
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, ...
Estate Planning – Get Organized!
March 23, 2022
Estate planning and financial planning can, at times, be overwhelming. Many individuals are daunted by the complexity ...
Chickens, Pigs, Bulls, and Bears: The Stock Market Is a Barnyard
March 21, 2022
The great novel Animal Farm written by the legendary author George Orwell is about animals and ...
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 ...
If You Go Phishing, Make Sure You Are Not The Bait
March 23, 2022
The IRS published its top scams to help the US Taxpayer avoid being taken advantage of ...
Baby Boomers And Mortgage Debt
March 23, 2022
Baby Boomers And Mortgage DebtI remember when our church in Emmett, Idaho finally retired the mortgage.Our parish ...
Are Your Boomerang Kids Retiring With You?
March 23, 2022
Are Your Boomerang Kids Retiring With You? Have you delayed retirement because of the obligation to ...
The Curtain Is Drawn Back On Bond Sales
March 23, 2022
The Curtain Is Drawn Back On Bond SalesIf you get the chance to see the movie “The ...
Is It time For Your Company’s 401(k) Plan’s Annual Checkup?
March 21, 2022
Every night on the nightly news, it seems there is bad news about retirement plans, especially ...
7 Shortcuts for Major Money Hassles
March 21, 2022
Hassle-free means less stress One: Ace Your RetirementBy the time you're 65, you'll need to have socked ...
Charitable And Individual Gifting Considerations
March 23, 2022
Charitable Gift AnnuitiesA charitable gift annuity (CGA) provides a structured way to give to charity while securing ...
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 ...
Allen Masri
Federal Benefit Consultants
1836 N. Pine Island Rd.
Plantation, Florida 33322
allen.masri@retirevillage.com
(786) 398-7260
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