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February 14, 2019

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

February 9, 2019

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

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. . .
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. . .
February 8, 2019

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Annuities have a long and important history dating to the Roman Era Annuities have a long history dating back to the Roman Era when they were used as a form. . .

November 7, 2023

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Have you ever been Whammied?  It is not fun especially when it is tripled!   For a decade my radio show has aired on multiple stations weekly. My shows air. . .

February 7, 2019

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Potential growth for the educated investor   Most small and mid-sized business owners spend more time worrying about bringing in investments and additional funding than thinking about what to do. . .

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