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 49 years 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.
May 3, 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. . .

May 3, 2024

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Q: I’m approaching retirement. What are annuities, and are they a good idea? A:  Annuities are contracts with insurance companies. But, you give the insurance company a lump sum (or multiple. . .

May 3, 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. . .

May 3, 2024

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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. . .

May 3, 2024

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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. . .

May 3, 2024

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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,. . .

May 3, 2024

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When it comes to planning for a secure financial future, annuities are a powerful tool that often faces misconceptions and objections. In this blog post, we will address the most. . .

May 4, 2024

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Imagine you are a farmer. You have been working the land for years, cultivating crops, and raising livestock. You have grown accustomed to the rhythms of the seasons, the unpredictable. . .

May 4, 2024

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Annuities are financial products that provide a stream of payments in exchange for an initial lump sum payment or a series of payments. The tax treatment of annuities can vary. . .

May 4, 2024

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Confusing information about selecting life insurance is normal.  The reality is that there is never one type of anything that fits every situation. For example, would you like to see. . .

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