Steve Kerby

Oregon Financial Group


Aligning Couples' Retirement Goals Despite Differing Details

May 24, 2024

Retirement is often seen as the golden period of life, a time to relax, travel, and ...

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Is Keeping Your Mortgage After 65 Smart or a Major Risk?

April 24, 2024

Once upon a time, the standard retirement goal was clear: pay off your home and live ...

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Your Questions on Annuities Answered

February 29, 2024

Q: I'm approaching retirement. What are annuities, and are they a good idea? A: Annuities are contracts ...

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Protecting Aging Parents from Shipping Scams

January 9, 2024

This increase in digital commerce, unfortunately, brings with it an elevated risk of fraudulent activities, particularly ...

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Psychological and Cultural Factors Influencing Annuity Decisions in Retirement Planning

December 7, 2023

In an era where life expectancy is on the rise globally, understanding the role of annuities ...

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Is Financial Planning Different Than Retirement Planning

September 28, 2023

Financial Planning vs. Retirement Planning: What You Need to Know When we talk about our financial ...

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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 27, 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 19, 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 are ...

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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 5, 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 27, 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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Steve Kerby picture

Steve Kerby

Oregon Financial Group

5555 SW 196th Ave.

Aloha, Oregon 97078

(503) 936-3535

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