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 ...

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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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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 ...

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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 ...

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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 ...

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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 ...

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Sequence Of Returns Risk

March 23, 2022

The “sequence of returns risk” or “sequencing risk” refers to the possibility that the timing and order ...

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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, ...

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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 ...

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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 ...

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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 ...

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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 ...

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Charitable Gift Annuities

March 23, 2022

A charitable gift annuity (CGA) provides a structured way to give to charity while securing your future. ...

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Annuity Riders

February 9, 2022

Annuity riders can help maximize the benefits annuities provide. Many people are familiar with the concept of riders and ...

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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 ...

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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 ...

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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 ...

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INcome Versus IFcome

October 1, 2022

INcome Versus IFcomeThis is the most critical part of retirement.It is not necessarily the amount of ...

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Einstein Quantum Compounding

February 22, 2022

Use the 4% withdrawal rule, add the inflation factor and guess what? They still cannot compete. ...

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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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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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