Allen Masri
Federal Benefit Consultants
Articles
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, ...
The Pros and Cons of Investing In and Owning Gold
March 21, 2022
The Pros and Cons of Investing In and Owning GoldThroughout history, gold has easily been the ...
Should Pre-Retirees And Retirees Rebalance Their Investment Portfolios To Mitigate Risk?
March 21, 2022
“The main reason for rebalancing a retirement portfolio should be risk management. Other rationales for rebalancing ...
Concerned About Trusting An Insurance Company With Your Important Retirement Funds?
March 23, 2022
Concerned About Trusting An Insurance Company With Your Important Retirement Funds?How safe is your annuity? How safe ...
Six Common Designations Used By Advisors And Agents
March 23, 2022
Six Common Designations Used By Advisors And AgentsChoosing a member of your financial team is a ...
Einstein Quantum Compounding
February 22, 2022
Use the 4% withdrawal rule, add the inflation factor and guess what? They still cannot compete. ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Legacy Arbitrage
February 24, 2022
Use Legacy Arbitrage to extend benefits to heirs.Definition of 'Arbitrage' from Investopedia"The simultaneous purchase and sale ...
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 ...
Corporate Bonds, How Safe are They and What Happens if a Company Defaults.
March 21, 2022
Bonds are backed by the financial strength of the bond issuer.If the bond issuer is not ...
Can A Life Settlement Benefit You
March 21, 2022
What's a life settlement, and could you benefit from having one?"Older Americans don't know there may ...
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 ...
Wall Street’s Latest Attempt To Create An Annuity: Bond Tents
March 23, 2022
Wall Street’s Latest Attempt To Create An Annuity: Bond TentsBeware of bond tents that are disguised ...
The Good News: The Longer You Live, The Longer You Live
March 21, 2022
The Longer You Live, The Longer You Live“I have felt for a long time a sense ...
Allen Masri
Federal Benefit Consultants
1836 N. Pine Island Rd.
Plantation, Florida 33322
allen.masri@retirevillage.com
(786) 398-7260
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