Allen Masri

Federal Benefit Consultants

Articles

Should you put an annuity inside your IRA? The answer is a definite MAYBE.

February 22, 2022

An ongoing dispute among financial advisors concerns the question of whether it is ever a good ...

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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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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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Elder Abuse and Tax Scam Issues

March 23, 2022

Don't be scammed by crooks when it comes to taxes.Regardless of what happens with the DOL ...

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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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Credit Score Information Frequently Asked Questions and Answers

March 23, 2022

Credit Score Information Frequently Asked Questions and AnswersMonitor and guard your credit rating.Learn how credit bureaus ...

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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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Get a Paycheck for Life with the Guaranteed Lifetime Income Rider

March 21, 2022

Understanding Income RidersIncome for life is in reach. As I speak to so many callers to my Safe ...

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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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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 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 ...

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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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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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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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Common Money Myths That Keep You Confused

March 23, 2022

Are you confused and frustrated about money?As they say, “If you repeat a lie often enough, ...

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Can Contentment Cause People To Be Blind To Danger

March 21, 2022

As defined by http://www.dictionary.com, a parable is a short allegorical story that illustrates or teaches some truth, ...

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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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Should I Buy Long-Term Care Insurance?

March 23, 2022

Should I Buy Long-Term Care Insurance?“Long term insurance protection for nursing home care does not have ...

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Making Retirement Savings Last

March 23, 2022

What is the number one worry for retirees?Not having enough money saved to last them in ...

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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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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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