Articles By Steve Kerby

Steve Kerby is a lifetime resident of Oregon, having graduated from Southern Oregon University, where he majored in business. Throughout his over five decades in the financial services industry, Steve has maintained the most professional approach to each of his client’s needs. His background is extensive and based on helping people save money on taxes and making sure money set aside for retirement is safe and secure.If there is one asset that Steve exhibits, it is his ability to “listen.” Steve knows how important it is to understand each client’s goals and ambitions and to match them up with the best possible financial planning options.
October 24, 2024

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As the year winds down, it’s tempting to focus entirely on holiday festivities. However, this time of year offers a prime opportunity to assess your financial situation before stepping into. . .

September 19, 2024

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 Choosing the Right Annuity for You Preparing for retirement is no easy task. You have to think about so many things, from the size of your nest egg to how. . .

July 10, 2024

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Here’s Why You Might Be Missing the Mark Retirement planning is a crucial aspect of financial management, yet many people are not adequately prepared. Common misconceptions and mistakes may derail. . .

June 5, 2024

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Disclaimer: The information below is meant only as tips, and you should not act on it to make a final decision. Always consult a licensed and authorized professional before making. . .

May 24, 2024

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Retirement is often seen as the golden period of life, a time to relax, travel, and enjoy the fruits of decades of labor. For many couples, the overarching goal is. . .

April 24, 2024

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Once upon a time, the standard retirement goal was clear: pay off your home and live debt-free. However, changing economic realities have some retirees questioning this long-held belief. With historically. . .

January 9, 2024

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This increase in digital commerce, unfortunately, brings with it an elevated risk of fraudulent activities, particularly fake package shipping scams. These scams target vulnerable groups, especially our aging parents or. . .

December 7, 2023

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In an era where life expectancy is on the rise globally, understanding the role of annuities in retirement planning is more crucial than ever. Annuities, with their promise of a. . .

September 28, 2023

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Financial Planning vs. Retirement Planning: What You Need to Know When we talk about our financial futures, two terms frequently emerge: financial planning and retirement planning. But are they the. . .

August 21, 2023

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Retirement—when our careers fade into the backdrop of life and a new world of possibilities opens up. It’s a time to indulge in hobbies, spend quality time with loved ones,. . .

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Content in our posted articles is deemed to be accurate but topics, facts and laws can change. It is always a good idea to verify facts before making decisions. Always seek authorized and professional advice regarding financial decisions which includes investing, annuity purchases, tax planning, changes in a financial portfolio and retirement planning.

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