Expedition Financial and Insurance Services

11/12/2021

This article shares the most common IRA rollover mistakes and how to avoid them.

It's easy for a rollover to break the rules, triggering income taxes and penalties.

11/11/2021

For I just wanted to say that we see you and appreciate your service and the sacrifices you make.

10/25/2021

If your first job with a company offers a solid 401(k) plan, then you’ve got an invaluable asset when it comes to saving for your retirement. Take a look at the main reasons why you should invest in a 401(k) at your first job.

If your first job is with a company that offers you a 401(k) plan, congratulations! A solid 401(k) plan is an invaluable asset when it comes to saving for your retirement. But just having access to a...

10/22/2021

With holiday season approaching, you’ll need to decide if you want to use credit or debit to pay for your purchases. Here are good reasons for embracing one and rejecting the other.

Credit cards offer more protections and rewards, but debit cards reduce the temptation to overspend.

10/20/2021

Take these steps to turn your goal of saving $1,000 a month into a financial reality.

You've may have thought, at one time or another, about making a big push and saving as much as you can in one month -- but what about saving $1,000? Even though it's an amount that may seem...

10/19/2021

Here are a few lessons the pandemic taught business owners about how to thrive during tough times.

The pandemic truly pushed us all to the edge that we weren't aware existed.

10/04/2021

Beneficiaries on a life insurance policy will not be required to pay income tax when they receive a death benefit but read this article to learn the exceptions to this rule.

Take care to maximize life insurance benefits by understanding tax implications.

10/02/2021

Read how you can use required minimum distributions (RMD) as a solution to avoid the underpayment penalty on your IRA payout and all your other taxable income for the year.

If you don't need the money to live on, wait until December to take your RMD and ask the sponsor to withhold a big chunk for the IRS.

09/30/2021

In this article, learn how to manage your savings goals by setting up automatic transfers and scheduling recurring check-ins to make sure you’re staying on track.

Welcome to the second week of the Master Your Money Bootcamp. This week we're setting up a system to make saving effortless.

09/13/2021

It takes more than a business or start-up idea to become a successful entrepreneur. Believing in themselves is what really sets them apart from other people. Take a look at how you can build the confidence you need to succeed.

While there may be a multitude of things that propel you along in life, there is only one thing that will actually get you to where you are going.

09/11/2021

20 years on, today we remember all those we lost on 9/11.

09/08/2021

Boomers and Millennials are reacting differently to price surges on products and services this year, but economic experts share some insights that may ease your inflation worries in this article.

Boomers have long been economically fearless, but anything that hits their savings crosses the line. Millennials don't mind as much, Bankrate finds.