Steve Kerby
Oregon Financial Group
Articles
Understanding HSAs in 2025: What’s New, What’s Important, and How to Make the Most of Yours
May 1, 2025
If you’re enrolled in a high-deductible health plan (HDHP), there’s a good chance you’ve come across ...
Why Your Credit Score Matters More Than Ever in Retirement
April 1, 2025
As you approach retirement, managing your finances wisely becomes more crucial than ever, and your credit ...
What to Expect from the 2025 Social Security COLA
February 28, 2025
As we move toward 2025, many retirees are keeping a close eye on their Social Security ...
Is Downsizing the Key to a Comfortable Retirement?
January 23, 2025
As retirement approaches, many people reevaluate their living situations, and for good reason. Downsizing—moving to a ...
What You Should Know About the Future of Long-Term Care Insurance
December 11, 2024
Long-term care (LTC) insurance has undergone significant changes over the years. What was once a straightforward ...
Your First Steps Toward a Secure Retirement
November 21, 2024
Approaching retirement often sparks a mix of excitement and uncertainty. One of the first big questions ...
Smart Ways to Wrap Up Your Financial Year
October 24, 2024
As the year winds down, it’s tempting to focus entirely on holiday festivities. However, this time ...
Which Annuity Is The Right Fit For You?
September 19, 2024
Choosing the Right Annuity for You Preparing for retirement is no easy task. You have to ...
Are You Really Prepared for Retirement?
July 10, 2024
Here’s Why You Might Be Missing the Mark Retirement planning is a crucial aspect of financial ...
Tips on How to Lower Taxes on Your IRA Required Minimum Distributions
June 5, 2024
Disclaimer: The information below is meant only as tips, and you should not act on it ...
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 ...
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 ...
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 ...
Psychological and Cultural Factors Influencing Annuity Decisions in Retirement Planning
December 7, 2023
Psychological and Cultural Factors Influencing Annuity Decisions In an era where life expectancy is on the ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Steve Kerby
Oregon Financial Group
5555 SW 196th Ave.
Aloha, Oregon 97078
kerbyofg@aol.com
(503) 936-3535
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