Allen Masri

Federal Benefit Consultants

Articles

The Best Time for Tax Planning

March 21, 2022

Following some of these tax-savvy strategies can help you save moneyTax planning involves far more than ...

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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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Outsource Your Concentrated Risk To A Risk Bearer

March 23, 2022

Outsource Your Concentrated Risk To A Risk Bearer Coffee futures have dropped 18.35% in value; if you ...

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Promises Made Promises Kept Cross Our Heart

March 21, 2022

Make promises, keep promises Promises.We make promises many times in our lives to spouses, kids, friends, and ...

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Can A Life Settlement Benefit You

March 21, 2022

What's a life settlement, and could you benefit from having one?"Older Americans don't know there may ...

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What Is The Color Of Your Money — Red or Green?

March 23, 2022

Retirement planning can be overwhelming as financial professionals have different opinions and methods of investing. An ...

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What Happens To Bonds and Annuities If Interest Rates Rise

February 23, 2022

What Happens To Bonds and Annuities If Interest Rates Rise Interest rate changes may hurt the ...

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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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Should Pre-Retirees And Retirees Rebalance Their Investment Portfolios To Mitigate Risk?

March 21, 2022

“The main reason for rebalancing a retirement portfolio should be risk management. Other rationales for rebalancing ...

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Tax Scams: IRS Dirty Dozen

March 21, 2022

Tax Scams: IRS Dirty DozenIt is tax time, and with it will come many offers to ...

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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, ...

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US Treasury EE Saving Bonds: Good Idea Or A Stinker Idea?

March 23, 2022

US Treasury EE Saving Bonds: Good Idea Or A Stinker Idea?Buying a US Treasury EE Bond can ...

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Social Security Retirement Benefits: Know Your Options

February 17, 2022

You need to understand your benefits and optionsBenefits requirements:To qualify for Social Security benefits when you ...

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Is Financial Planning Different Than Retirement Planning

March 23, 2022

Is Financial Planning Different Than Retirement Planning What is the difference? Make sure you know.Yes, it most ...

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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 ...

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When Harry and Sally Met Their 401(k)

March 23, 2022

Harry and Sally White are regular people.Harry and Sally work for the same company; actually, that ...

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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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Is Your Retirement Income A Guess Or A Guarantee

October 1, 2022

When planning retirement, do you depend on projections based on future conditions, or do you plan ...

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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 ...

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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 ...

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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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