Allen Masri

Federal Benefit Consultants

Articles

The Dow Jones Industrial Average Will Hit 30,000

March 23, 2022

I remember well that statement being made at a financial convention years ago, the speaker followed ...

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Beneficial Long Term Capital Gain Tax Rates

March 21, 2022

Did you know the tax law changed on Capital Gains? Do you know how important it ...

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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 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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Do You Know And Understand Your Risk Tolerance

March 23, 2022

Risk is the exposure to loss.The first thing to consider is What is Risk?Risk is the ...

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Why Interest Rates Are Low And Will Stay That Way - Well at least for a while.

March 23, 2022

Why Interest Rates Are Low And Will Stay That Way Well, at least for a while.The ...

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Social Security Will Run Out of Money

March 23, 2022

I know that is a broad and concerning statement intended to cause the reader to investigate ...

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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 ...

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The Thrift Saving Plan (TSP)

March 21, 2022

The government version of a 401(k) makes sense. A Thrift Savings Plan or TSP is a retirement plan for ...

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Annuity Riders

February 9, 2022

Annuity riders can help maximize the benefits annuities provide. Many people are familiar with the concept of riders and ...

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Considering asset Splits to Maximize Your IRA for Maximum Opportunity

February 27, 2022

Split your IRA using annuities and keep accumulating How can a sixty-five-year-old person with $500,000 in an IRA earn ...

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Are Your Boomerang Kids Retiring With You?

March 23, 2022

Are Your Boomerang Kids Retiring With You? Have you delayed retirement because of the obligation to ...

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Transparency It Had To Come We Knew It All Along

March 23, 2022

Transparency: It Had To Come We Knew It All AlongDisclosure Disclosure DisclosureOur grandson, Andrew, is a ...

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One Of The Best Financial Products Of Which Few People Have Heard

March 23, 2022

As more and more seniors look for ways to lower their taxes in retirement, QLACs are ...

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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 ...

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Women Focused Financial Planning

March 21, 2022

Women-Focused Financial PlanningMany women, especially those in their 60s and 70s, grew up with the idea that ...

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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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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 ...

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Does Your Financial Plan Have A Cavity?

March 23, 2022

Regardless of age, oral health plays a massive role in your physical health and wellbeing. This is ...

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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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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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