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Veterans
People who have served in the military have access to special financial benefits, which can include health-care services, no or low down-payment mortgages, GI Bill educational benefits, special legal protections, and other benefits. Current service members also have access to low-cost investing opportunities, extra savings plans and inexpensive life insurance.
From Service to Civilian Life: Financial Planning Essentials for Veterans
Use this guide to financial planning for veterans entering civilian life, including benefits, insurance, education, retirement and health care.
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From Service to Stability: Essential Financial Planning Tips for Veterans
While service members are focused on protecting our country, securing your financial future is equally important. Military veterans face a unique financial landscape, balancing new careers, healthcare needs, accessing benefits and building stability after service.
A Deep Dive Into the Thrift Savings Plan for Military Service Members and Government Employees
Do you have access to the Thrift Savings Plan? If so, make sure you take advantage of it. The Thrift Savings Plan (TSP) is the U.S. government’s version of a 401(k) qualified retirement savings plan for military service members and civilian federal government employees. The TSP is a powerful retirement savings tool that provides both low-cost and tax-efficient investment options. You can contribute income into one of two retirement accounts: A traditional TSP retirement account and a Roth Thrift Savings Plan.
How Active-Duty Military and Veterans Can Secure Their Retirement Benefits
Retirement isn’t an “if” question, it is a “when” question. Working with a CERTIFIED FINANCIAL PLANNER™ professional can allow you to take full advantage of the many benefits available for active-duty service members and veterans.
Financial Planning Tips for Military Families Before and During Deployment
Financial planning is extremely important, especially for military families. Financial planning ahead of deployment will help soldiers be able to ensure that their families are taken care of in their absence. Below are ideas for those that will experience extended time away from home in support of national security.
Memorial Day: Financial Assistance Available for Families of Minority Veterans
Veteran benefits are not as simple as civilian benefits. There are a multitude of financial resources out there for veterans and their families to learn about the various benefits available.
What Veterans Need to Know About Financial Planning
Take the following three-step approach to what all military veterans need to know about creating a financial plan to accomplish your goals.
Building Credit 101
Good credit is an important aspect of life’s major decisions: it's required to obtain loans, keep low interest rates on credit cards and purchase a home or car.
Financial Planning for Military Families: Adopt a Mission Mindset
A military mindset can help in financial planning. Here are tips for military families and ideas that all families can learn from.
How to Calculate the Right Amount of Life Insurance
Calculating the right amount of life insurance includes discussing which kind of insurance to buy and the amount your family needs when you're gone.
Buy or Rent a Home
Before you commit to buying a home (or anything else), ask yourself why you want to own it.