Allen Masri
Federal Benefit Consultants
Articles
FINRA And Its Relentless Attack on Excessive Fees
March 21, 2022
Let’s see…..hmm. The Commissioner of Baseball is also one of the franchise owners.The NFL is a ...
Why Your Spend Down Retirement Phase Requires Planning
March 23, 2022
Many investors, especially those within ten years of retirement, look for guidance as they near the ...
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 ...
Annuities Dirty Little Secret: Number 1
May 7, 2023
Annuity secrets will tell you the truth about annuities You have probably seen this ad: “Invest in an ...
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 ...
Charitable Gift Annuities
March 23, 2022
A charitable gift annuity (CGA) provides a structured way to give to charity while securing your future. ...
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 ...
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 ...
7 Shortcuts for Major Money Hassles
March 21, 2022
Hassle-free means less stress One: Ace Your RetirementBy the time you're 65, you'll need to have socked ...
Should You Downsize When You Retire?
March 23, 2022
If you plan to sell your current home and move to a smaller one after retirement, ...
Tax Scams: IRS Dirty Dozen
March 21, 2022
Tax Scams: IRS Dirty DozenIt is tax time, and with it will come many offers to ...
When Considering a Variable Annuities Use Caution
February 19, 2022
Beware of the fees, expenses, and lack of guarantees when considering a variable annuity. A variable annuity ...
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, ...
Why Both Spouses Must Be Involved When It Comes To Retirement Planning
March 23, 2022
Why Both Spouses Must Be Involved When It Comes To Retirement Planning "But my spouse is ...
Credit Score Information Frequently Asked Questions and Answers
March 23, 2022
Credit Score Information Frequently Asked Questions and AnswersMonitor and guard your credit rating.Learn how credit bureaus ...
Should You Be Concerned About Required Minimum Distributions
March 23, 2022
Should You Be Concerned About Required Minimum DistributionsIf your Required Minimum Distribution is not managed properly, you may ...
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 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 ...
What Is The Color Of Your Money — Red or Green?
March 23, 2022
Retirement planning can be overwhelming as financial professionals have different opinions and methods of investing. An ...
Elder Abuse and Tax Scam Issues
March 23, 2022
Don't be scammed by crooks when it comes to taxes.Regardless of what happens with the DOL ...
Allen Masri
Federal Benefit Consultants
1836 N. Pine Island Rd.
Plantation, Florida 33322
allen.masri@retirevillage.com
(786) 398-7260
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