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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We’ve officially made it to the halfway point of 2026 — and somehow the year is flying by.Midyear can be a helpful time ...
06/01/2026

We’ve officially made it to the halfway point of 2026 — and somehow the year is flying by.

Midyear can be a helpful time to pause and reflect on what’s changed over the past six months and what priorities may still be ahead. What’s one thing you’re looking forward to in the second half of the year?

Today is 529 Day and a great reminder that grandparents can play a meaningful role in helping with a grandchild’s future...
05/29/2026

Today is 529 Day and a great reminder that grandparents can play a meaningful role in helping with a grandchild’s future education. Whether it’s contributing regularly or setting something aside over time, small steps can add up and become part of a larger plan. It’s worth considering how this type of planning fits into your overall financial picture and the legacy you’d like to leave. https://bit.ly/4wXVDsU

If you’re looking for helpful tools and insights around financial planning, I’ve put together a resources page on my web...
05/27/2026

If you’re looking for helpful tools and insights around financial planning, I’ve put together a resources page on my website.

R Jeffrey Judah offers free financial calculators to help you plan your future. Explore retirement and investment calculators to help with your goals.

Today we remember the men and women who gave their lives in service to our country. Their sacrifice is the reason we enj...
05/25/2026

Today we remember the men and women who gave their lives in service to our country. Their sacrifice is the reason we enjoy the freedoms we have today. Take a moment to reflect, honor their legacy, and remember what this day truly represents.

If your career has included stock options, deferred compensation, or bonus structures, those pieces deserve a closer loo...
05/21/2026

If your career has included stock options, deferred compensation, or bonus structures, those pieces deserve a closer look as you approach retirement.

Each decision plays a role in your overall financial picture, and it’s worth taking the time to understand how everything works together. https://bit.ly/4dmPD5o

Ameriprise Financial Chief Economist Russell Price weighs in on what could be next for the housing market — and the sign...
05/19/2026

Ameriprise Financial Chief Economist Russell Price weighs in on what could be next for the housing market — and the signals that matter most right now.

Read our 2026 housing outlook.

05/15/2026

Watch this video to see how my team and I work with clients!

Every client is unique, and so are their needs. That's why my team and I don't believe in a one-size-fits-all approach. We take the time to understand your specific goals, challenges, and vision.

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Thank you to everyone who reached out with birthday wishes! I truly appreciate the kind messages, calls and texts.Celebr...
05/15/2026

Thank you to everyone who reached out with birthday wishes! I truly appreciate the kind messages, calls and texts.

Celebrating another year brings a chance to reflect, feel grateful and look forward to what’s ahead. Thank you for being part of the journey!

Houston is known as the energy capital of the world. Thousands of professionals working for companies and major energy f...
05/13/2026

Houston is known as the energy capital of the world. Thousands of professionals working for companies and major energy firms have built successful careers in refining, engineering, trading, and management. Along with those careers often comes complex compensation, strong retirement benefits, and important financial decisions that deserve careful planning.

Financial Planning for Energy Workers in Houston: What to Consider as You Approach Retirement

May is National BBQ Month and here in Houston, that’s something we take seriously. Whether it’s brisket on the smoker, r...
05/12/2026

May is National BBQ Month and here in Houston, that’s something we take seriously. Whether it’s brisket on the smoker, ribs on the grill, or just getting the family together in the backyard, this time of year is all about good food and good company.

Hope you get a chance to fire up the grill and enjoy it. What’s your go-to BBQ favorite?

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