Allen Masri

Federal Benefit Consultants

Articles

Estate Planning – Get Organized!

March 23, 2022

Estate planning and financial planning can, at times, be overwhelming. Many individuals are daunted by the complexity ...

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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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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 ...

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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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It’s Time to Review Your Life Insurance

March 23, 2022

Why You Should Review Your Insurance Regularly"Life events can have a massive impact on your financial ...

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Anger Emotions And The Lack Of Information

March 23, 2022

Anger Emotions And The Lack Of InformationI’m seeking some “advice from management.” This is a request ...

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Promises Made Promises Kept Cross Our Heart

March 21, 2022

Make promises, keep promises Promises.We make promises many times in our lives to spouses, kids, friends, and ...

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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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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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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 ...

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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 ...

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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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Is It time For Your Company’s 401(k) Plan’s Annual Checkup?

March 21, 2022

Every night on the nightly news, it seems there is bad news about retirement plans, especially ...

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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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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 ...

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Should you put an annuity inside your IRA? The answer is a definite MAYBE.

February 22, 2022

An ongoing dispute among financial advisors concerns the question of whether it is ever a good ...

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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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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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If You Go Phishing, Make Sure You Are Not The Bait

March 23, 2022

The IRS published its top scams to help the US Taxpayer avoid being taken advantage of ...

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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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