Allen Masri

Federal Benefit Consultants

Articles

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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What is tax-loss harvesting and will it work for you?

March 21, 2022

“For many investors, tax-loss harvesting is one of the most useful tools for reducing capital gains ...

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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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401k Asset Allocation Strategies

March 21, 2022

Asset allocations and smart diversification might be a good choice Asset allocation and portfolio diversifications are words often ...

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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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10 Solid Reasons To Consider An Annuity For Your Retirement Foundation

March 23, 2022

Need a reason to add an annuity to your retirement portfolio? Here are 10.Annuities aren’t for everyone; you ...

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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 Great American Rip-Off

March 21, 2022

The idea of a 401(k) created by Congress was a beautiful idea. What is not attractive ...

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Divorce Can Be Very Costly To Retirement Planning

March 23, 2022

Divorce Can Be Very Costly To Retirement PlanningMake Sure You Understand the True CostsNo one wants ...

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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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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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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 ...

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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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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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Transparency: Welcome to the Future

March 21, 2022

Everywhere you look in our industry; you see changes, changes designed to be more transparent.It seems ...

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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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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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Chickens, Pigs, Bulls, and Bears: The Stock Market Is a Barnyard

March 21, 2022

The great novel Animal Farm written by the legendary author George Orwell is about animals and ...

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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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Market Volatility: Safety Nets Are Available

March 23, 2022

Market Volatility: Safety Nets Are AvailableA safety net can be important when things go bad.Several noted ...

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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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