Jeff Curry, RICP at Expedition Financial Services

08/06/2026

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.