Articles

Are Revocable Living Trusts for You? Basic Information

February 16, 2019

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A revocable living trust is a legal device that can help protect assets. Revocable living trusts are promoted as an alternative to probate. They can be used to manage your. . .

Jim and Pam’s Most Excellent RV Adventure

February 16, 2019

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Does your Retirement RV have a flat tire? Here’s a statistic you’ve probably read – each and every day since January 1, 2011, 10,000 Baby Boomers have been turning 65. . .

4 Common Myths about Annuities

February 16, 2019

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Myths or facts, make sure your understand the difference Corporate media is mostly aligned against annuities. Could financial bias drive this demonization? Traditional financial institutions (Wall Street) spend vast amounts. . .

The Stock Market, The Magnificient Twenty and Volatility

February 14, 2019

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Annuities » The Stock Market, The Magnificient Twenty and Volatility The theme of the fixed/indexed annuity message is safety and security. There is plenty of research and studies to back. . .

Advance Directives: “The Living Will” and other issues

February 13, 2019

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Most people who choose to prepare advance directives do so to remove any doubt of their wishes in the event of a situation where they may be deemed unable to. . .

Living Wills: Frequently Asked Questions and Answers

February 13, 2019

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Estate Planning is the way to ensure that your assets and property are dealt with in the manner that you choose, even after your death. Along with a will, living. . .

Five Benefits Of Working Past Retirement Age

February 13, 2019

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Retirement is a state of mind not of your age “Retirement: It’s nice to get out of the rat race, but you have to learn to get along with less. . .

Steve Kerby Honored With Prestigious Invitation

February 9, 2019

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Steve Kerby, Aloha Oregon, has accepted an invitation to become an “Invited Author” on the financial website, annuity.com. Steve joins an elite group of experts who share information about approaching. . .

What You Should Know About Investing Your 401k In Company Stock

February 8, 2019

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According to the Washington Post, the average 401k account has around 40% invested in company stock. While this may seem like a safe way to diversify your investments, and express. . .

Who Should Have An Annuity

February 8, 2019

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Annuities, both fixed and variable, are tax deferred investment options which yield higher returns than traditional retirement plans, but with less of a risk than that faced with a direct. . .

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Annuities are a safe and reliable investment. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

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