Steve Kerby

Oregon Financial Group


It's All About Planning

August 21, 2023

Retirement—when our careers fade into the backdrop of life and a new world of possibilities opens ...

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Demystifying Annuities: Your Path to Financial Security and Peace of Mind

June 28, 2023

When it comes to planning for a secure financial future, annuities are a powerful tool that ...

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Exploring the Parallels Between Crop Insurance and Fixed Index Annuities

April 20, 2023

Imagine you are a farmer. You have been working the land for years, cultivating crops, and ...

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Tax Options For Owning An Annuity

February 23, 2023

Annuities are financial products that provide a stream of payments in exchange for an initial lump ...

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Which Life Insurance Policy Should I Choose

December 10, 2022

Confusing information about selecting life insurance is normal.  The reality is that there is never one ...

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Avoid Identity Theft; Learn How to Recognize Phishing Scams

September 14, 2022

Learn how to identify and recognize phishing scams Simply ask for it. That’s the easiest way ...

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Variable Annuity Sales Take Another Big Hit

September 11, 2022

Licensed security brokers sell variable annuities, and fees and expenses are included. Variable annuity sales ...

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How Many Acres Must I Own?

September 11, 2022

A new rule enacted by the Department of Labor governing financial advice provided by advisors has ...

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Why Are Annuities So Popular When The Economy Is In A Downward Spiral?

June 20, 2022

"Just because annuities aren't the best choice for some people doesn't mean they aren't good for ...

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Do You Know About The Product With A Monopoly On Creating Guaranteed Lifetime Income?

April 27, 2022

"Annuities have a monopoly on lifetime income creation. They are the only financial tool that gives ...

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Don’t Let Myths And Misinformation Stop You From Discovering This Powerful Financial Vehicle

April 6, 2022

"You might be surprised to discover that much of what you hear about annuity products are ...

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The “Graying” Of America’s Ranchers And Farmers Highlights The Need For Retirement Planning.

February 17, 2022

"Between 1992-2012, an area of ranch and farmland the size of the state of New York ...

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Why You Want To Keep Your Credit Score High, Even When You Are Retired.

January 28, 2022

"A solid credit score gives you more choices and the more choices you have, the greater ...

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January 16, 2022

Time: That period between which something happens or exists. It is measurable, meaningful, and rules our ...

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Max Out Your 401(k)

August 2, 2021

When should you, and when should you NOT max out your 401k plan? 401(k)s differ from ...

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It’s Not Financial Rocket Science

July 19, 2021

Is your goal managing or eliminating risk? The question facing most people planning for retirement ...

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When Planning, Don’t Forget These Often Overlooked Retirement Expenses

June 1, 2021

"There is a massive disconnect between how much money people think they'll need in retirement and ...

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How Is Bitcoin Changing The Financial World?

April 20, 2021

“Most people are clueless about Bitcoin. What does it do? Why is it so valuable? What ...

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On Time, Tax Benefits, On Target, UnTouchable

December 8, 2020

"Making contributions to a traditional or Roth IRA dramatically increases your ability to build a bigger ...

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Use Your Brain To Control Money Making Decisions

July 7, 2020

The hidden side of personal finance: How your brain works to control your essential money decisions ...

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Steve Kerby picture

Steve Kerby

Oregon Financial Group

5555 SW 196th Ave.

Aloha, Oregon 97078

(503) 936-3535

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