Allen Masri
Federal Benefit Consultants
Articles
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 ...
Is the Stock Market Being Artificially Manipulated
March 23, 2022
Is the Stock Market Being Artificially ManipulatedBeing on Wall Street means being in The Old Boy’s Club.I ...
Tax Scams: IRS Dirty Dozen
March 21, 2022
Tax Scams: IRS Dirty DozenIt is tax time, and with it will come many offers to ...
Annuities and Asset Protection
March 21, 2022
Annuities And Asset ProtectionAnnuities and Asset Protection: What you need to know!Joe Richmond (not his real ...
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 ...
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 ...
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 ...
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 ...
The Dow Jones Industrial Average Will Hit 30,000
March 23, 2022
I remember well that statement being made at a financial convention years ago, the speaker followed ...
Give your children the gift of a lifetime, money management
March 21, 2022
Four Things Every Parent Should Teach Their Kids About Money“Want to give your grandkids a lifetime ...
Sequence Of Returns Risk
March 23, 2022
The “sequence of returns risk” or “sequencing risk” refers to the possibility that the timing and order ...
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 ...
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 ...
How much money do I need in retirement?
March 23, 2022
"One of the thorniest issues facing retirees is how to determine much money they will be ...
Common Money Myths That Keep You Confused
March 23, 2022
Are you confused and frustrated about money?As they say, “If you repeat a lie often enough, ...
The New Corporate Business Plan: Outsource Pension Liability And Improve Profits
March 23, 2022
The New Corporate Business Plan: Outsource Pension Liability And Improve ProfitsI can remember the first company ...
Muni Bonds Generate Tax Free Interest - Or Do They?
March 21, 2022
Are Municipal Bonds Really Tax-Free?Municipal securities, also known as "munis," are bonds issued by governmental entities such as ...
Making Retirement Savings Last
March 23, 2022
What is the number one worry for retirees?Not having enough money saved to last them in ...
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 ...
Questions & Answers Regarding Probate
March 23, 2022
Questions & Answers Regarding ProbateWho is in charge of the probate process?The Will names a personal ...
Allen Masri
Federal Benefit Consultants
1836 N. Pine Island Rd.
Plantation, Florida 33322
allen.masri@retirevillage.com
(786) 398-7260
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