Allen Masri

Federal Benefit Consultants

Articles

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 ...

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Questions & Answers Regarding Probate

March 23, 2022

Questions & Answers Regarding ProbateWho is in charge of the probate process?The Will names a personal ...

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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 ...

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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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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 ...

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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 ...

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Is too much derisking of your retirement fund a good idea?

March 21, 2022

Is too much "de-risking" a good idea? "If you are thinking about rolling your 401k into an ...

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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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Earn 10% Plus With An Annuity?

February 23, 2022

Watch out for bait and switch with annuity yields Annuities are not that type of high-yield investments ...

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401k Asset Allocation Strategies

March 21, 2022

Asset allocations and smart diversification might be a good choice Asset allocation and portfolio diversifications are words often ...

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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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Ever Wonder How the Stock Market Works?

March 23, 2022

Ever Wonder How the Stock Market Works?Every night watching the news, we are bombarded with stories ...

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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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The Tax Deferred Annuity

March 21, 2022

A tax-deferred annuity helps manage tax liability. A tax-deferred annuity is a plan in which income tax ...

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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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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 ...

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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 ...

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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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Bond Funds or Individual Bonds: Which Is Best for You?

March 21, 2022

There are both advantages and disadvantages to investing in Bonds and Bond Mutual Funds. The real reason ...

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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 ...

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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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