Allen Masri

Federal Benefit Consultants

Articles

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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Give your children the gift of a lifetime, money management

March 21, 2022

Four Things Every Parent Should Teach Their Kids About Money“Want to give your grandkids a lifetime ...

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Savings Bonds and Tax Deferral

February 23, 2022

Savings Bonds and Tax Deferral Savings Bonds and tax liability, make sure you understand the details. The ...

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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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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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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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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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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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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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Understand Your Social Security Survivorship Benefits

March 21, 2022

Understand Your Social Security Survivorship BenefitsWhile painful for most of us to contemplate, death is nonetheless ...

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Are US Treasuries A Smart Bet For You?

March 23, 2022

Are US Treasuries A Smart Bet For You?US Treasuries are the safest possible place to invest ...

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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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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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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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Is too much derisking of your retirement fund a good idea?

March 21, 2022

Is too much "de-risking" a good idea? "If you are thinking about rolling your 401k into an ...

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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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Retirement Planning With Overlooked Expenses

February 17, 2022

When Planning, Don’t Forget These Often Overlooked Retirement Expenses“There is a massive disconnect between how much ...

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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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The Tax Deferred Annuity

March 21, 2022

A tax-deferred annuity helps manage tax liability. A tax-deferred annuity is a plan in which income tax ...

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Should You Have Debt In Retirement?

March 21, 2022

Should You Have Debt In Retirement?"In a perfect world, you would enter retirement with your home ...

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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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