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.
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Who Should Have An Annuity

February 8, 2019

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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. . .
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What Is a 403(b) Plan?

January 23, 2019

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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. . .

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Which Bucket Of Money Do I Use First?

March 16, 2018

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  Most people who have saved for retirement, college, or just an emergency fund, have assets in several different investments, I like to think of each of these as buckets.. . .

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