Allen Masri

Federal Benefit Consultants

Articles

Muni Bonds Generate Tax Free Interest - Or Do They?

March 21, 2022

Are Municipal Bonds Really Tax-Free?Municipal securities, also known as "munis," are bonds issued by governmental entities such as ...

Read more >

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 ...

Read more >

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 ...

Read more >

401k Investment Tips: Essential Tools for Informed Choices

March 21, 2022

Manage your 401(k) for better performance You know that investing in your 401(k) is vital to your ...

Read more >

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 ...

Read more >

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 ...

Read more >

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 ...

Read more >

Bond Funds or Individual Bonds: Which Is Best for You?

March 21, 2022

There are both advantages and disadvantages to investing in Bonds and Bond Mutual Funds. The real reason ...

Read more >

What Are Annuities?

March 21, 2022

What Are Annuities?In its simplest definition, an annuity is a written contract between the annuity owner ...

Read more >

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 ...

Read more >

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 ...

Read more >

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 ...

Read more >

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 ...

Read more >

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 ...

Read more >

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 ...

Read more >

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 ...

Read more >

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 ...

Read more >

Wall Street’s Latest Attempt To Create An Annuity: Bond Tents

March 23, 2022

Wall Street’s Latest Attempt To Create An Annuity: Bond TentsBeware of bond tents that are disguised ...

Read more >

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 ...

Read more >

The Zoo: Understanding Bulls, Bears, and the Deer

March 23, 2022

The Zoo: Understanding Bulls, Bears, and the DeerAnimals can help us understand how the market dictates ...

Read more >
Allen Masri picture

Allen Masri

Federal Benefit Consultants

1836 N. Pine Island Rd.

Plantation, Florida 33322

allen.masri@retirevillage.com

(786) 398-7260

Sign up for our newsletter.

Safe Money insights and tips sent to your inbox twice a month.

Sign Up Now!