Allen Masri
Federal Benefit Consultants
Articles
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 ...
Corporate Bonds, How Safe are They and What Happens if a Company Defaults.
March 21, 2022
Bonds are backed by the financial strength of the bond issuer.If the bond issuer is not ...
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 ...
What is Probate? How does it work?
March 23, 2022
What is probate? How does it work?Simply put, probate is the re-titling (change of ownership) of ...
Are US Treasuries A Smart Bet For You?
March 23, 2022
Are US Treasuries A Smart Bet For You?US Treasuries are the safest possible place to invest ...
Legacy Arbitrage
February 24, 2022
Use Legacy Arbitrage to extend benefits to heirs.Definition of 'Arbitrage' from Investopedia"The simultaneous purchase and sale ...
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 ...
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 ...
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 ...
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 ...
The Times They Are A Changin For Annuities
March 23, 2022
The Times They Are A Changin For AnnuitiesI remember the early years in Olympia, Washington, learning ...
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 ...
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 ...
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 ...
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 ...
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 ...
401k Investment Tips: Essential Tools for Informed Choices
March 21, 2022
Manage your 401(k) for better performance You know that investing in your 401(k) is vital to your ...
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 ...
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 ...
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 ...
Allen Masri
Federal Benefit Consultants
1836 N. Pine Island Rd.
Plantation, Florida 33322
allen.masri@retirevillage.com
(786) 398-7260
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