Allen Masri
Federal Benefit Consultants
Articles
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 ...
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 ...
What Happens to your social security when you die?
March 21, 2022
What Happens To Your Social Security When You Die? What happens to your Social Security when ...
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 ...
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 ...
To Bonds Or Not To Bonds That Is The Question
March 23, 2022
Have bonds earned a place in your portfolio?Beginning in 2020, the Federal Reserve cut interest rates ...
Should You Downsize When You Retire?
March 23, 2022
If you plan to sell your current home and move to a smaller one after retirement, ...
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, ...
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 ...
457 Retirement Plan Option
March 21, 2022
A 457 Plan might be a good choice for your retirement planningWhat Is A 457 Plan?A ...
Even “temporary” inflation can drain off large amounts of your wealth
March 23, 2022
Even “temporary” inflation can drain off large amounts of your wealth “Warren Buffet once pointed out that ...
Market Volatility: Safety Nets Are Available
March 23, 2022
Market Volatility: Safety Nets Are AvailableA safety net can be important when things go bad.Several noted ...
Protecting the Family Inheritance: Beneficiary-Controlled Trusts
March 21, 2022
In a perfect world:Your will would be drawn up, your assets distributed in a timely, no-hassle ...
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 ...
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 ...
How to Modernize Life Insurance at Retirement Time
March 21, 2022
I can remember my dad buying a house in 1962 for $9,000.To make sure the mortgage ...
Divorce Can Be Very Costly To Retirement Planning
March 23, 2022
Divorce Can Be Very Costly To Retirement PlanningMake Sure You Understand the True CostsNo one wants ...
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 ...
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 ...
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 ...
Allen Masri
Federal Benefit Consultants
1836 N. Pine Island Rd.
Plantation, Florida 33322
allen.masri@retirevillage.com
(786) 398-7260
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