Expedition Financial and Insurance Services
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
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...
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.
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.
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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Telephone
Address
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 |