Steve Kerby
Oregon Financial Group
Articles
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 ...
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 ...
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
In an era where life expectancy is on the rise globally, understanding the role of annuities ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Steve Kerby
Oregon Financial Group
5555 SW 196th Ave.
Aloha, Oregon 97078
kerbyofg@aol.com
(503) 936-3535
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