Expedition Financial and Insurance Services

Expedition Financial and Insurance Services

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We offer a variety of products that can help you meet a number of insurance and financial needs, inc I am not licensed in all jurisdictions.

As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securiti

Be Sure Your IRA Rollover Is Tax Free 11/12/2021

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

Be Sure Your IRA Rollover Is Tax Free It's easy for a rollover to break the rules, triggering income taxes and penalties.

Photos 11/11/2021

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

Why You Should Invest In a 401(k) at Your First Job 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.

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...

Should I Use Credit or Debit? | Kiplinger 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.

Should I Use Credit or Debit? | Kiplinger Credit cards offer more protections and rewards, but debit cards reduce the temptation to overspend.

How To Save $1,000 in One Month 10/20/2021

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

How To Save $1,000 in One Month 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...

Council Post: What The Pandemic Has Taught Business Owners 10/19/2021

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

Council Post: What The Pandemic Has Taught Business Owners The pandemic truly pushed us all to the edge that we weren't aware existed.

Is life insurance taxable? | Bankrate 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.

Is life insurance taxable? | Bankrate Take care to maximize life insurance benefits by understanding tax implications.

The RMD Solution to the Hassle of Filing Estimated Taxes in Retirement | Kiplinger 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.

The RMD Solution to the Hassle of Filing Estimated Taxes in Retirement | Kiplinger 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.

Master Your Money Bootcamp: Set up automatic transfers 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.

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

The One Thing That Can Make A Big Difference For Small Business Owners And Entrepreneurs 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.

The One Thing That Can Make A Big Difference For Small Business Owners And Entrepreneurs 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.

Photos 09/11/2021

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

Millennials just don't care about inflation as much as boomers do 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.

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

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149 Stony Circle, Suite 200
Santa Rosa, CA
95401

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 3:30pm