Expedition Wealth Management

10/16/2026

You can't plan where you're going without first knowing where you're starting.

Financial planning starts with understanding your current financial picture, including:
💵 Income & expenses
🏦 Savings & emergency funds
💳 Debt
📈 Investments
🎯 Financial goals

Whether you're just getting started or it's been a while since you reviewed your plan, knowing where you stand today can help you make more informed decisions for the road ahead.

This Financial Planning Month, take a moment to check in with your finances and start with where you are today.

10/16/2026

Happy National Boss's Day! 🎉

Thank you, Jeff, for your leadership, support, and everything you do for our team. We appreciate you! 👏

10/15/2026

Have questions about your Medicare plan? Ryan with Expedition Insurance Services is here to help!

📞 Call (515) 996-6030 to speak with an insurance specialist, get your questions answered, or schedule a meeting.

Medicare Annual Enrollment Period is Here!

The Medicare Annual Enrollment Period (AEP) runs from October 15th – December 7th.

This is your opportunity to review your Medicare Advantage or Prescription Drug plan and make changes for 2027.

📋 Why review your plan?
Medicare plans can change each year including premiums, benefits, provider networks, prescription drug coverage, and out-of-pocket costs.

Even if you're happy with your current plan, it's important to make sure it still meets your needs for the upcoming year.

📅 October 15th – December 7th
Don't wait until the last minute!

If you have questions or would like help reviewing your Medicare options, give our office a call at (515) 996-6030. We're here to help you understand your options and make an informed decision.

10/15/2026

🔍 Insurance Blind Spots: Are You Covered or Just Insured? 🛡️

Having insurance does not always mean you have the right protection in place. You may have gaps in your coverage that could become costly or be paying for protection that does not fit your needs. ⚠️

Join CJ Bell of Expedition Insurance Services for an informative discussion about common insurance blind spots, potential coverage gaps, and important things to consider when reviewing your coverage. 🚘🏡

🗓️Thursday, October 29 at 1:00 PM

📞 Call (515) 777 2041 to register. Space is limited!

10/07/2026

October is Financial Planning Month! 🎯

Your financial goals are unique to you, so your financial plan should be, too.

Whether you're preparing for retirement, building your savings, planning for the next big purchase, or simply looking for more confidence in your financial future, having a plan can help you know where you're going and how to get there.

This month, we'll be sharing tips and reminders to help you take a closer look at your financial picture. 🖼️

10/06/2026

🎓FAFSA season is here!

The 2027–28 FAFSA is now available for families preparing for college. The FAFSA is an important part of the financial aid process, and tax and financial information is used as part of the application. Having your records organized can help make the process easier.

📋 A little preparation now can go a long way when planning for education expenses.

10/01/2026

Happy Birthday to the man, the myth, the reason we now have Tie Wednesdays, Jordan! 🎉👔

As Relationship Manager of Team Everest, Jordan is always ready to help his team climb to the top… preferably while looking unnecessarily formal for a Wednesday. 😂

Hope you have a great birthday, Jordan! We’d tell you to loosen the tie and enjoy yourself, but we know you probably won’t.

09/30/2026

🎂🎉 Two birthdays. One day. Double the fun! 🎉🎂

Today we’re celebrating Stacey & Barb! 🥳

From keeping our team running smoothly to taking great care of our clients, these two play an important role in making Expedition Financial Group what it is. We’re so lucky to have them on our team!

Help us make their day extra special by leaving them some birthday wishes in the comments! 👇

We hope you both have an amazing day! 💙