Recent Posts
Quantifying the Benefits of Military Credit Card Rewards Hacking
Quantifying the Benefits of Military Credit Card Rewards Hacking Military members and their spouses have amazing advantages in many aspects of personal finance. One of
What Military Members Need to Know About the Future of Social Security
What Military Members Need to Know About the Future of Social Security If you’ve read the headlines, you’ve probably heard that Social Security is in
What Veterans Need to Know About Corporate LTIs
As a financial planner, I focus on helping veterans transition into the corporate world following their military career. Veterans are often unfamiliar with the many
Military Topics
Financial Planning
A Military Family’s Guide to Buying a Home
Recently, I’ve had several discussions with clients who are in the middle of a PCS (permanent change of station) or preparing for one. No tears
Why I Serve Veterans and Federal Employees
Just as you wouldn’t want a plumber wiring the electricity in your new home, you don’t want just anybody guiding you in your financial life.
Helping Your Parents Transition To Long-Term Care
In the fall of 2022, my mother had a mini-stroke. It was a wake-up call for my siblings and me when we realized she couldn’t
End-Of-Year Planning Checklist
If you’re like me, you’re probably thinking how can it be December? Where did 2022 go? Before we turn the page to 2023, there could
5 Estate Plan Documents Everyone Needs
Five Estate Plan Documents Everyone Needs As a financial advisor, I often talk with clients about their need for an estate plan. Far too often,
10 Financial Opportunities and Challenges Dual Military Couples Experience
When both members of a couple serve in the military, they share a greater understanding of the mission and life demands that come with putting
Taxes
Military Payroll Tax Deferral
Military Payroll Tax Deferral Explained On August 8, 2020, President Donald Trump issued a memorandum allowing the military payroll tax deferral for any employee earning
What is Concurrent Retirement and Disability Pay?
Understanding Concurrent Retirement and Disability Pay If you are currently serving in the military and receiving disability pay, you are probably familiar with the fact
Deducting Reserve Expenses
Understanding when you can deduct Reserve expenses While for many of our National Guard and Reserve servicemembers, traveling to monthly Battle Assemblies right now is