Allen Masri

Federal Benefit Consultants

Articles

INcome Versus IFcome

October 1, 2022

INcome Versus IFcomeThis is the most critical part of retirement.It is not necessarily the amount of ...

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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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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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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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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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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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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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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 ...

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Is Investing In Bond Mutual Funds A Good Idea? Let’s Look at The Disadvantages

March 21, 2022

Look before you leap when it comes to bond mutual funds.Bond funds are similar to stock ...

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The Baby Boomers Are Overpowering the Health Care System

March 23, 2022

The Baby Boomers are overpowering the health care system. For over 100 years, the discussion of ...

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The Curtain Is Drawn Back On Bond Sales

March 23, 2022

The Curtain Is Drawn Back On Bond SalesIf you get the chance to see the movie “The ...

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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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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 ...

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Sequence Of Returns Risk

March 23, 2022

The “sequence of returns risk” or “sequencing risk” refers to the possibility that the timing and order ...

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Legacy Arbitrage

February 24, 2022

Use Legacy Arbitrage to extend benefits to heirs.Definition of 'Arbitrage' from Investopedia"The simultaneous purchase and sale ...

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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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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 ...

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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 ...

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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 ...

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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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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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