Allen Masri
Federal Benefit Consultants
Articles
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 ...
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, ...
Trust: Use the Ronald Reagan Approach
March 21, 2022
Trust but verify The other night I saw a feature on the news about the lawsuit between ...
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 ...
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 ...
Am I A Senior?
March 23, 2022
Am I A Senior?Who are seniors? Does that mean old folks? Does it mean retirees? What is ...
Sequence Of Returns Risk
March 23, 2022
The “sequence of returns risk” or “sequencing risk” refers to the possibility that the timing and order ...
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, ...
Does a deferred income annuity have a place in your retirement plan
March 21, 2022
Does a deferred income annuity have a place in your retirement plan? If you're looking for payments ...
Avoiding Future Family Squabbles By Getting Started With Basic Estate Planning
March 21, 2022
Get Started with Basic Estate Planning Once you undertake the process, decisions need to be made and ...
Transparency: Welcome to the Future
March 21, 2022
Everywhere you look in our industry; you see changes, changes designed to be more transparent.It seems ...
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 ...
Charitable Gift Annuities
March 23, 2022
A charitable gift annuity (CGA) provides a structured way to give to charity while securing your future. ...
Annuity Riders
February 9, 2022
Annuity riders can help maximize the benefits annuities provide. Many people are familiar with the concept of riders and ...
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 ...
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 ...
Why Should I Plan If I Don’t Ever Want To Retire?
March 23, 2022
Why should I plan if I don’t ever want to retire?“Many people, especially small business owners ...
INcome Versus IFcome
October 1, 2022
INcome Versus IFcomeThis is the most critical part of retirement.It is not necessarily the amount of ...
Einstein Quantum Compounding
February 22, 2022
Use the 4% withdrawal rule, add the inflation factor and guess what? They still cannot compete. ...
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 ...
Allen Masri
Federal Benefit Consultants
1836 N. Pine Island Rd.
Plantation, Florida 33322
allen.masri@retirevillage.com
(786) 398-7260
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