Jeff Curry, RICP at Expedition Financial Services

03/03/2025

I am excited to announce that I have been selected for the Masters Council for the 3rd year in a row. The Platinum is the highest level of recognition for helping my clients realize their retirement goals while also building a sustainable retirement plan.

02/21/2025

Last year I decided to take another step toward becoming an even more efficient Financial Planner and enrolled in the American College of Finance. After a year of study I have been officially awarded the RICP designation.

This has been an awesome journey and made a huge difference in how I help my clients realize their retirement goals.

A huge thanks goes out to the amazing team around me at Expedition Financial Services and to my beautiful wife that has to listen to me grumble about every test.

11/08/2024

Uncertain Times Call for Creative Estate Planning Strategies

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Flexibility in the estate planning process is key so you can adjust your plans to address changes in your goals or accommodate legislative shifts.

11/06/2024

What to Consider When Starting or Buying a Business

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A business book author answers some key questions a budding entrepreneur might have before making the leap to small-business owner.

11/04/2024

Should You Buy Life Insurance? Four Cases When You Should or Shouldn't

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*Life insurance is issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates. Guarantees are based on the claims-paying ability of the issuing insurance company.

Should you buy life insurance? If no one depends on your income for support, you probably don't need life insurance at all.

11/02/2024

Eight Tips for Managing Fluctuating Income

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Your income might not be regular, but your saving, budgeting and financial planning can be. Business experts offer ideas to manage issues associated with fluctuating income.

10/31/2024

What's the Most Popular Investment?

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The most popular investment may shock you and it has widely underperformed other asset classes. Here’s what you need to know.

10/29/2024

Can't Stick to a Budget? Eight Secrets to Succeeding Long Term

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Tools and automations can help make budgeting less of a hassle.

10/27/2024

Seven Life-Changing Financial Books These Experts Recommend Reading

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Adding these books to your reading list is the first step to changing your financial future.

10/25/2024

Don't Let Your Kids' Ba
d Financial Habits Drain You Dry

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When adult kids make financial mistakes, their parents can suffer. So, step in early to help your kids succeed, instead of letting their regrets become yours.

10/24/2024

I Didn’t Think I Needed an Estate Plan Until This Happened

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This financial professional was motivated to get her estate plan in order after the untimely death of a loved one. She shares six simple steps to do that for yourself.

10/23/2024

What is the gift Tax limit for 2024?

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Prudential and its representatives do not give legal or tax advice. Please consult your own advisors regarding your particular situation.

Complying with the annual gift tax limit can save you time and money when you are giving to family, friends and others.