Steve Kerby Honored With Prestigious Invitation

Steve Kerby, Aloha Oregon, has accepted an invitation to become an “Invited Author” on the financial website, Steve joins an elite group of experts who share information about approaching retirement without market risk by authoring meaningful and useful articles on a regular basis. Steve’s specialty focuses on helping clients develop estate plans, retirement plans, and [...]

By |2020-04-17T16:10:52+00:00February 9th, 2019|Press Release|

Who Should Have An Annuity

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 investment in stocks and mutual funds. Annuities are particularly beneficial under a certain set of circumstances and for certain professions.

By |2020-04-15T01:07:01+00:00February 8th, 2019|Annuities|

What Is a 403(b) Plan?

Learn How a 403(b) Can Expand Your Retirement Options A 403(b) plan, also known as a Tax Sheltered Annuity (TSA), is a retirement plan for employees of public schools and other tax-exempt organizations. It's also called a tax-sheltered annuity (TSA), a tax-deferred annuity, or a 403(b) annuity. Only certain people are eligible to participate in [...]

By |2020-04-15T01:17:48+00:00January 23rd, 2019|Retirement Planning|

Variable Annuity Sales Take Another Big Hit

Variable annuities are sold by licensed security brokers, fees and expenses are included   Variable annuity sales are headed for their lowest annual sales in nearly two decades, since the mid 90’s, as their multi-year slide continues.  Broker-dealers have been running from the current trend in “transparency” of products, and are now turning to products [...]

By |2020-04-15T21:00:41+00:00April 5th, 2017|Annuities|