Allen Masri

Federal Benefit Consultants

Articles

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 ...

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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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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 ...

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Variable Annuities | Tips to fully understanding variable annuities

March 23, 2022

Variable Annuities | Tips to fully understanding variable annuitiesBeware of the fees, expenses, and lack of ...

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The Golden Years Might Become Scary

March 23, 2022

When the Social Security Administration announced that for 2016, 2017, 2018, there would be NO “cost ...

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How much money do I need in retirement?

March 23, 2022

"One of the thorniest issues facing retirees is how to determine much money they will be ...

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How to Modernize Life Insurance at Retirement Time

March 21, 2022

I can remember my dad buying a house in 1962 for $9,000.To make sure the mortgage ...

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Questions & Answers Regarding Probate

March 23, 2022

Questions & Answers Regarding ProbateWho is in charge of the probate process?The Will names a personal ...

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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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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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The Float, Warren Buffett, Annuities and You

February 24, 2022

Understand how Warren Buffett uses float "Float" is defined as the time delay between a bank check being ...

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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 ...

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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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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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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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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 ...

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US Treasury EE Saving Bonds: Good Idea Or A Stinker Idea?

March 23, 2022

US Treasury EE Saving Bonds: Good Idea Or A Stinker Idea?Buying a US Treasury EE Bond can ...

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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 ...

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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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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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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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