Allen Masri

Federal Benefit Consultants

Articles

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 ...

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Medicare Reimbursements Shrink As Medical Costs Increase

March 23, 2022

If Medicare Reimbursements shrink, who pays the difference?As we age, we become less worried about paying ...

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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 ...

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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 ...

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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 ...

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Give your children the gift of a lifetime, money management

March 21, 2022

Four Things Every Parent Should Teach Their Kids About Money“Want to give your grandkids a lifetime ...

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Six Common Designations Used By Advisors And Agents

March 23, 2022

Six Common Designations Used By Advisors And AgentsChoosing a member of your financial team is a ...

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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, ...

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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 ...

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Is too much derisking of your retirement fund a good idea?

March 21, 2022

Is too much "de-risking" a good idea? "If you are thinking about rolling your 401k into an ...

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Should I Buy Long-Term Care Insurance?

March 23, 2022

Should I Buy Long-Term Care Insurance?“Long term insurance protection for nursing home care does not have ...

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Get a Paycheck for Life with the Guaranteed Lifetime Income Rider

March 21, 2022

Understanding Income RidersIncome for life is in reach. As I speak to so many callers to my Safe ...

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Is the Stock Market Being Artificially Manipulated

March 23, 2022

Is the Stock Market Being Artificially ManipulatedBeing on Wall Street means being in The Old Boy’s Club.I ...

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Look Out For The Falling Stock Market

March 25, 2022

Remember, years ago when dad went to work at the company, he received a livable wage, ...

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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 ...

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Minimizing Probate By Using a POD and a TOD

March 23, 2022

Use ‘Transfer on Death’ Form to Avoid Probate CourtAvoiding probate can be tricky, but you might ...

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The Great American Rip-Off

March 21, 2022

The idea of a 401(k) created by Congress was a beautiful idea. What is not attractive ...

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Could Investing In Treasuries Be A Mistake?

March 23, 2022

Could Investing In Treasuries Be A Mistake?US Treasuries are considered the safest investment in the world.The ...

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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 ...

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Bond Funds or Individual Bonds: Which Is Best for You?

March 21, 2022

There are both advantages and disadvantages to investing in Bonds and Bond Mutual Funds. The real reason ...

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Allen Masri picture

Allen Masri

Federal Benefit Consultants

1836 N. Pine Island Rd.

Plantation, Florida 33322

allen.masri@retirevillage.com

(786) 398-7260

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