Transition and Retirement for Families

Whether your big goal is paying off debt, building your emergency fund or just surviving a few days of theme park madness...

If July had a motto, it could look something like this: "Still time to make this year awesome."

Just like our nation's founders took bold action to secure a better future, we can take a few deliberate steps to build...

VA benefits can play a critical role in a veteran's financial plan. Here's a three-tiered look at how to make the most of...

Whether you're a seasoned investor or just getting started on your financial journey, these books provide valuable insights...

The value of Thrift Savings Plan funds has been volatile over the past year, reaching new highs and producing some big dips...

Receiving special duty pay, such as jump, dive or flight pay, is great news for your financial planning. That said, be...

Let's take a look at how military pay works, the built-in advantages it offers and how you can use it to pay down debt, save...

Concurrent Retirement and Disability Pay (CRDP) can be hard to wrap your head around, especially when it comes to taxes and...

Fortunately for military spouses, you can still save for your own retirement, even with challenges such as unemployment and...

The key to a successful retirement isn't just saving; it's setting up guaranteed lifetime income so that your essential...

Here's what military service members can do to reduce the likelihood of unpleasant errors in their first year of filing taxes...

Military-life curveballs such as mobilizations, an unplanned permanent change of station or unexpected moving costs make...

By reviewing your finances throughout the year, you can catch problems early, adjust your plans and make sure you're always...

Here are five actionable ideas derived from certified financial planner JJ Montanaro's take on the first Military Financial...

It’s usually better to eliminate your debt, or at least reduce it, before investing in long-term savings such as your IRA.

Here's what to do -- and what not to do -- to ensure your pay raise sets you up for financial success.

These are some of the best resources of financial information and advice tailored to military service members.

Being strategic with their pay raise can help service members stay out of predatory situations while staying out of debt for...

If you have a lot to learn about investing, be aware that some of the information out there is not so good. Where should you...

It's important to check your military Leave and Earnings Statement (LES) each month, but the January LES is more important...

Use this year-end evaluation as an opportunity to discuss and get aligned on your retirement goals and portfolio.

A year-end financial review, when done right, acts as a recalibration for the goals that matter most to you and your family.

In military families, where change is constant and the future is sometimes uncertain, Thanksgiving offers a rare and valuable...

Tricare beneficiaries need to be aware of changes taking place in both the East and West regions and may need to take action...

If an investor is feeling a lot of stress regarding their investments, that could indicate that it’s time to reevaluate their...

More dreadful than a haunted house tour in a hearse, tales of financial doom aren't fiction. They're painful realities. But...

Here are four themes driving service members' decision not to contribute to the military's Thrift Savings Plan and why I...

From building a solid financial foundation to preparing for emergencies and planning for retirement, the results of a recent...

If a new survey is any indicator, building a plan for the execution stage of retirement is clearly on the mind of the...

Those who wear or have worn the military uniform, based on this particular survey, appear less likely to have tapped their...

Taking full advantage of financial touchpoint training can be one of the smartest moves service members make to build a...

Finally receiving that hard-earned military retirement pay at age 60 is a big deal, and you definitely want to get that...

Your retirement income will likely come from a variety of sources. Imagining retirement income as pie pieces can make the...

One way to ease the fear of investing is to do it systematically. Here's why.

If retirement planning and preparation is an area of your life you are looking to build out, here are a few items you might...

Focusing some of your spring cleaning on successful retirement plans and investments can yield beneficial results.

If retirement planning and preparation is an area of your life you are looking to build out, here are a few items you might...

The Secure 2.0 Act provided the new credit to incentivize employers to quickly enroll and vest spouses in the plans.

Here are answers to several of the most common questions I have received about life insurance from military members over the...

When I retired from the Army Reserve, the last thing on my mind was applying for VA health care and benefits. As a financial...

Here are five fundamental, and evergreen, money considerations related to selecting your next job, career or career path.

Here are five ways to declare your independence from debt, plus financial steps to improve your life, liberty and the pursuit...

Individual retirement accounts involve special considerations if you are a military member. Here are three things to know. As...

You may be on a path that leads to financial ruin, and that's not funny.

Lessons learned in the military can translate into ideas to better manage your money. Taking a few liberties, here are five...

Here are five rules to live by, whether you find yourself in an unlikely post-apocalyptic scenario or just trying to cope...

Investing can be a scary proposition, but it doesn't have to be that way. A simple solution to eliminate fear from the...

With all that's happened in the world over the past couple of years, it's a good time to focus your energy on cleaning up...

Here are six factors to think about as you review your situation and determine how best to save during this time of high...

A successful relationship requires hard work and a lot of money. OK, just kidding -- well, mostly kidding. The reality is...

Here are five financial red flags that should have you considering the Survivor Benefit Plan open season.

One of the most remarkable things about building a career or launching a successful job search is how people will help you...

Instead of a different person every time on the helpline, a case manager is devoted to helping you get through the system.

You may not be able to hide your military spouse status -- and in some cases, you may not need to.

No matter where your military marriage problems come from, you don't have to deal with them alone.

How can you grow your own career while still supporting your spouse?

How do you pay for college when you haven't got a dime? With our guide, you'll be cracking those books in no time.