Steve Kerby
Steve Kerby
Articles
Tax Options For Owning An Annuity
February 23, 2023
Annuities are financial products that provide a stream of payments in exchange for an initial lump ...
Which Life Insurance Policy Should I Choose
December 10, 2022
Confusing information about selecting life insurance is normal. The reality is that there is never one ...
Avoid Identity Theft; Learn How to Recognize Phishing Scams
September 14, 2022
Learn how to identify and recognize phishing scams Simply ask for it. That’s the easiest way ...
Variable Annuity Sales Take Another Big Hit
September 11, 2022
Licensed security brokers sell variable annuities, and fees and expenses are included. Variable annuity sales ...
How Many Acres Must I Own?
September 11, 2022
A new rule enacted by the Department of Labor governing financial advice provided by advisors has ...
Why Are Annuities So Popular When The Economy Is In A Downward Spiral?
June 20, 2022
"Just because annuities aren't the best choice for some people doesn't mean they aren't good for ...
Do You Know About The Product With A Monopoly On Creating Guaranteed Lifetime Income?
April 27, 2022
"Annuities have a monopoly on lifetime income creation. They are the only financial tool that gives ...
Don’t Let Myths And Misinformation Stop You From Discovering This Powerful Financial Vehicle
April 6, 2022
"You might be surprised to discover that much of what you hear about annuity products are ...
The “Graying” Of America’s Ranchers And Farmers Highlights The Need For Retirement Planning.
February 17, 2022
"Between 1992-2012, an area of ranch and farmland the size of the state of New York ...
Why You Want To Keep Your Credit Score High, Even When You Are Retired.
January 28, 2022
"A solid credit score gives you more choices and the more choices you have, the greater ...
Time
January 16, 2022
Time: That period between which something happens or exists. It is measurable, meaningful, and rules our ...
Max Out Your 401(k)
August 2, 2021
When should you, and when should you NOT max out your 401k plan? 401(k)s differ from ...
It’s Not Financial Rocket Science
July 19, 2021
Is your goal managing or eliminating risk? The question facing most people planning for retirement ...
When Planning, Don’t Forget These Often Overlooked Retirement Expenses
June 1, 2021
"There is a massive disconnect between how much money people think they'll need in retirement and ...
How Is Bitcoin Changing The Financial World?
April 20, 2021
“Most people are clueless about Bitcoin. What does it do? Why is it so valuable? What ...
On Time, Tax Benefits, On Target, UnTouchable
December 8, 2020
"Making contributions to a traditional or Roth IRA dramatically increases your ability to build a bigger ...
Use Your Brain To Control Money Making Decisions
July 7, 2020
The hidden side of personal finance: How your brain works to control your essential money decisions ...
Fifty Years And Counting
September 24, 2019
As the man arose, he walked into the kitchen, and as per his usual routine, he ...
Avoiding Probate: A How To Guide
September 5, 2019
Make sure the assets in your estate can qualify to avoid probate. If you own bank ...
Are Your Boomerang Kids Retiring With You?
August 13, 2019
Have you delayed retirement because the obligation to raise and educate your children stayed way too ...
Steve Kerby
Steve Kerby
5555 SW 196th Ave.
Aloha, Oregon 97078
kerbyofg@aol.com
(503) 936-3535
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