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.
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. . .

February 17, 2022

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“Between 1992-2012, an area of ranch and farmland the size of the state of New York went out of production. One of the reasons was a lack of retirement and. . .

January 27, 2022

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“A solid credit score gives you more choices and the more choices you have, the greater the chance of retirement success.”- Steve Kerby There’s a long checklist when preparing for. . .

January 16, 2022

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Time: That period between which something happens or exists. It is measurable, meaningful, and rules our daily lives, each second, minute, hour, and day…usually kept track of via a time. . .

August 1, 2021

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When should you, and when should you NOT max out your 401k plan? 401(k)s differ from IRAs in one significant way: 401(k)s allow current workers under 50 to put away. . .

July 19, 2021

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Since it’s your future, it’s good to know that the companies we recommend can meet their financial obligations and should garner the most trust of all the types of investing.. . .
June 1, 2021

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“There is a massive disconnect between how much money people think they’ll need in retirement and their actual expenses once they no longer work.”   Steve Kerby Retirement marketing tends to. . .

April 20, 2021

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“Most people are clueless about Bitcoin. What does it do? Why is it so valuable? What is blockchain? How does this all affect my own money and retirement?”  Steve Kerby. . .

December 8, 2020

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“Making contributions to a traditional or Roth IRA dramatically increases your ability to build a bigger nest egg, especially if your employer matches contributions. You want to take advantage of. . .

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