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.
June 27, 2023

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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. . .

April 19, 2023

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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. . .

February 23, 2023

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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. . .

December 10, 2022

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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. . .

September 14, 2022

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Learn how to identify and recognize phishing scams Simply ask for it. That’s the easiest way for an identity thief to steal your personal information. People fall victim to phishing. . .

September 11, 2022

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Licensed security brokers sell variable annuities, and fees and expenses are included. Variable annuity sales are headed for their lowest annual sales in nearly two decades, since the mid-’90s, as. . .

September 11, 2022

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A new rule enacted by the Department of Labor governing financial advice provided by advisors has thrown the industry into a state of confusion and disarray.  The “Fiduciary Rule” went. . .

June 20, 2022

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“Just because annuities aren’t the best choice for some people doesn’t mean they aren’t good for anyone, no matter what those financial “gurus” on television say.-Steve Kerby I’m far from. . .

April 27, 2022

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“Annuities have a monopoly on lifetime income creation. They are the only financial tool that gives you an income stream you cannot outlive.” Steve Kerby Over 70% of Americans admit. . .

April 5, 2022

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“You might be surprised to discover that much of what you hear about annuity products are either misleading or not true at all.”  Steve Kerby Annuities are risk transfer products. . .

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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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