Allen Masri
Federal Benefit Consultants
Articles
What Happens To Bonds and Annuities If Interest Rates Rise
February 23, 2022
What Happens To Bonds and Annuities If Interest Rates Rise Interest rate changes may hurt the ...
A Comprehensive Guide To Annuities and Annuity Investing
March 21, 2022
A Comprehensive Guide To Annuities And Annuity InvestingWhat Are Annuities?In its simplest definition, an annuity is ...
Questions & Answers Regarding Probate
March 23, 2022
Questions & Answers Regarding ProbateWho is in charge of the probate process?The Will names a personal ...
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 ...
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 ...
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 ...
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 ...
The Best Time for Tax Planning
March 21, 2022
Following some of these tax-savvy strategies can help you save moneyTax planning involves far more than ...
Tax Scams: IRS Dirty Dozen
March 21, 2022
Tax Scams: IRS Dirty DozenIt is tax time, and with it will come many offers to ...
Glass, Toilet Paper And Cell Phones
March 23, 2022
Glass, Toilet Paper And Cell PhonesWhat do glass, toilet paper, and cell phones all have in ...
INcome Versus IFcome
October 1, 2022
INcome Versus IFcomeThis is the most critical part of retirement.It is not necessarily the amount of ...
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 ...
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 ...
Can Contentment Cause People To Be Blind To Danger
March 21, 2022
As defined by http://www.dictionary.com, a parable is a short allegorical story that illustrates or teaches some truth, ...
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 ...
Estate Planning – Get Organized!
March 23, 2022
Estate planning and financial planning can, at times, be overwhelming. Many individuals are daunted by the complexity ...
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 ...
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 ...
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 ...
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 ...
Allen Masri
Federal Benefit Consultants
1836 N. Pine Island Rd.
Plantation, Florida 33322
allen.masri@retirevillage.com
(786) 398-7260
Sign up for our newsletter.
Safe Money insights and tips sent to your inbox twice a month.
Sign Up Now!