R. Jeffrey Judah, CFP with Ameriprise Financial Services, LLC.

R. Jeffrey Judah, CFP with Ameriprise Financial Services, LLC. R. Jeffrey Judah CFP, Private Wealth Advisor, Ameriprise Financial Services, LLC

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Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​Ameriprise Financial was named on...
07/17/2026

Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​

Ameriprise Financial was named one of Newsweek’s 2026 Most Trustworthy Companies in America, recognizing our commitment to strong governance, ethical practices, and always putting clients first.​

Trust is foundational to the relationships we build and the guidance we provide, and we're grateful to work for a firm that shares those values.

​Learn more about Ameriprise Financial performance in the investment industry: https://bit.ly/3df9a5L

If retirement is 5 to 10 years away, now may be the time to review income sources, health care costs, taxes and your des...
07/16/2026

If retirement is 5 to 10 years away, now may be the time to review income sources, health care costs, taxes and your desired lifestyle.
https://bit.ly/3TCRRpC

Delaying your claim until age 70 locks in a permanent, lifelong pay raise. Here is your blueprint to construct an income...
07/14/2026

Delaying your claim until age 70 locks in a permanent, lifelong pay raise. Here is your blueprint to construct an income bridge that safely funds your retirement gap years.

Delaying your claim until age 70 locks in a permanent, lifelong pay raise. Here is your blueprint to construct an income bridge that safely funds your retirement gap years.

A simple task for today: Review your beneficiaries, emergency contacts and important account information. Small updates ...
07/13/2026

A simple task for today: Review your beneficiaries, emergency contacts and important account information. Small updates can make a difference.

Vacations, camps, weddings and home projects can add up quickly. A summer spending check-in can help keep short-term fun...
07/08/2026

Vacations, camps, weddings and home projects can add up quickly. A summer spending check-in can help keep short-term fun aligned with long-term goals.

I’m proud to share that I have earned a spot in the Ameriprise Financial Circle of Success Hall of Fame – the lifetime a...
07/07/2026

I’m proud to share that I have earned a spot in the Ameriprise Financial Circle of Success Hall of Fame – the lifetime achievement award at Ameriprise. This award recognizes high-quality Ameriprise advisors who have achieved years of consistently high performance in meeting and exceeding the needs of their clients and delivering high-quality service. Fewer than 4% of Ameriprise advisors have earned this distinction. This honor reflects my enduring commitment to providing high-quality service to clients like you. Thank you for your support!

https://bit.ly/3RnDsNp

07/06/2026

A solid financial plan helps — but regular check-ins keep you on track. Want to get started? Contact me to learn how we can put these tips into practice.

Wishing you and your family a safe and meaningful Independence Day.
07/04/2026

Wishing you and your family a safe and meaningful Independence Day.

How interest is calculated can greatly affect your savings. The more often interest is compounded, or added to your acco...
07/02/2026

How interest is calculated can greatly affect your savings. The more often interest is compounded, or added to your account, the more you earn. Check out our compounding interest calculator and reach out if you have questions:
https://bit.ly/4axwWKs

On National Insurance Day, it’s a good time to think about the role insurance can play in a broader financial strategy —...
06/28/2026

On National Insurance Day, it’s a good time to think about the role insurance can play in a broader financial strategy — including planning for potential long-term care needs.

Costs associated with extended care, assisted living or nursing care can be significant and may affect long-term financial goals if not planned for in advance. Long-term care insurance is one option that may help individuals prepare for future care expenses while helping protect accumulated assets.

Reviewing available options and understanding how coverage may fit into your overall financial plan can help support informed decision-making.
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