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.
December 11, 2024

/ Presented By

/ Edited By

Long-term care (LTC) insurance has undergone significant changes over the years. What was once a straightforward but flawed product has transformed into a more adaptable solution for addressing future care. . .

November 21, 2024

/ Presented By

/ Edited By

Approaching retirement often sparks a mix of excitement and uncertainty. One of the first big questions people ask is, “When should I retire?” This leads to other vital questions, like. . .

October 24, 2024

/ Presented By

/ Edited By

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

/ Presented By

/ Edited By

 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

/ Presented By

/ Edited By

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

/ Presented By

/ Edited By

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

/ Presented By

/ Edited By

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

/ Presented By

/ Edited By

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

/ Presented By

/ Edited By

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

/ Presented By

/ Edited By

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. . .

View The Best Annuity Rates Available Now

Annuities are a safe and reliable investment. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

Our unique system of “Pooled and Shared” articles by our authors, our outside contributors, and writing assistants provides efficiency, enhanced collaboration, and greater topic accessibility. This allows for a better utilization of content and productivity while delivering meaningful content to our readers.

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.

Protect Your Retirement

Our 20th edition of The Safe Money Guide, the standard of the industry.

Guaranteed Income
For Life

Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.