Allen Masri

Federal Benefit Consultants

Articles

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 ...

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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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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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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 ...

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The Times They Are A Changin For Annuities

March 23, 2022

The Times They Are A Changin For AnnuitiesI remember the early years in Olympia, Washington, learning ...

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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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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, ...

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Even “temporary” inflation can drain off large amounts of your wealth

March 23, 2022

Even “temporary” inflation can drain off large amounts of your wealth “Warren Buffet once pointed out that ...

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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 ...

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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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The Zoo: Understanding Bulls, Bears, and the Deer

March 23, 2022

The Zoo: Understanding Bulls, Bears, and the DeerAnimals can help us understand how the market dictates ...

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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 ...

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Muni Bonds Generate Tax Free Interest - Or Do They?

March 21, 2022

Are Municipal Bonds Really Tax-Free?Municipal securities, also known as "munis," are bonds issued by governmental entities such as ...

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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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457 Retirement Plan Option

March 21, 2022

A 457 Plan might be a good choice for your retirement planningWhat Is A 457 Plan?A ...

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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 ...

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Is Your Retirement Income A Guess Or A Guarantee

October 1, 2022

When planning retirement, do you depend on projections based on future conditions, or do you plan ...

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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 ...

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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 ...

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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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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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