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.
July 6, 2020

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The hidden side of personal finance: How your brain works to control your essential money decisions “One of the most stunning things is that the degree to which you act. . .

September 24, 2019

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As the man arose, he walked into the kitchen, and as per his usual routine, he glanced at the clock, it was 2:40 AM, earlier than normal by about 3. . .

September 5, 2019

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If you own bank accounts and want to reduce your exposure to probate with these assets the “payable on death” (POD) option may help you. This option offers an easy. . .
August 12, 2019

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Have you delayed retirement because the obligation to raise and educate your children stayed way too long, long after college? Don’t feel alone, and many Baby Boomers are experiencing precisely. . .

June 25, 2019

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Planning now will go a long way toward helping you have a more peaceful and prosperous retirement. “A couple in their mid-50s purchasing new long-term care insurance coverage can expect. . .

March 20, 2019

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Many varieties of trusts exist and it is important to understand how each may affect your desired goals.. . .
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. . .
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. . .

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.  Buckets. . .

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