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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Concerned About Trusting An Insurance Company With Your Important Retirement Funds?

March 23, 2022

Concerned About Trusting An Insurance Company With Your Important Retirement Funds?How safe is your annuity? How safe ...

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Does Your Advisor Have A Contingency Plan? If Not, Your Wealth May Be At Risk!

March 1, 2022

"You spent a long time locating the perfect financial advisor. But, are you prepared for the ...

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A Comprehensive Guide To Annuities and Annuity Investing

March 21, 2022

A Comprehensive Guide To Annuities And Annuity InvestingWhat Are Annuities?In its simplest definition, an annuity is ...

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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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Invisible Fees in Mutual Funds

March 21, 2022

Transparency in the financial world has traditionally been lacking.As information sources have increased, along with it ...

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FINRA And Its Relentless Attack on Excessive Fees

March 21, 2022

Let’s see…..hmm. The Commissioner of Baseball is also one of the franchise owners.The NFL is a ...

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Making Retirement Savings Last

March 23, 2022

What is the number one worry for retirees?Not having enough money saved to last them in ...

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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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What is tax-loss harvesting and will it work for you?

March 21, 2022

“For many investors, tax-loss harvesting is one of the most useful tools for reducing capital gains ...

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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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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 ...

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Wall Street’s Latest Attempt To Create An Annuity: Bond Tents

March 23, 2022

Wall Street’s Latest Attempt To Create An Annuity: Bond TentsBeware of bond tents that are disguised ...

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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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How To Understand Insurance Company Financial Ratings

March 21, 2022

An annuity or a life insurance policy is a long-term financial contract, and consumers who wish ...

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Anger Emotions And The Lack Of Information

March 23, 2022

Anger Emotions And The Lack Of InformationI’m seeking some “advice from management.” This is a request ...

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One Of The Best Financial Products Of Which Few People Have Heard

March 23, 2022

As more and more seniors look for ways to lower their taxes in retirement, QLACs are ...

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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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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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Questions & Answers Regarding Probate

March 23, 2022

Questions & Answers Regarding ProbateWho is in charge of the probate process?The Will names a personal ...

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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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