Recent Posts
Scrubs and Student Loans: Financial Planning for Military Medical Professionals
Scrubs and Student Loans: Financial Planning for Military Medical Professionals You’ve put in the hours, the degrees, the residencies, and the deployments. You’ve juggled patients
Qualifying Life Events: How a PCS Affect Your FSA Benefits
For military personnel, managing Flexible Spending Accounts (FSAs) during transitions like a PCS can be complex, especially when it comes to adjusting healthcare and dependent
Taxes for Teenagers
I knew I was off track when my 21-year-old daughter asked me, “Dad, how much do I get in taxes?” She was either being cheeky,
Military Topics
Financial Planning
Credit Reports and Scores Are More Important Than Ever!
Credit Reports and Scores are more important than ever! In July, the Federal Reserve raised interest rates one more time to reach a 20 year
What is MQFP®, and Why Do We Need It?
What is MQFP®, and Why Do We Need It? Since late 2021, some colleagues and I have been developing a certification for financial professionals who
Estate Planning Basics for Military Families
One of your most valuable (but rarely discussed!) military benefits is access to free legal assistance from your local Legal Assistance Office. The Legal Assistance
Veterans Affairs (VA) Loan Assumption, Good Deal for Me?
Veterans Affairs (VA) Loan Assumption, Good Deal for Me? Mortgage interest rates have hit a 20-year high with average new mortgage rates over 6%. Higher
Side Hustle or Contractor Retirement Savings Options
Side Hustle or Contractor – You have options! Retirement savings options, that is. Technology and post-Covid acceptance of remote work has created more opportunity than
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
Taxes
Top 7 FAQs for Military Real Estate Investing
Understanding Real Estate Investing for Military There are numerous ways to engage in real estate investing. There’s flipping, commercial offices, wholesaling, investing in notes, and
Do Military Families Really Need a Financial Planner?
Do Military Families Really Need a Financial Planner? I am frequently asked some form of this question, and my short answer is, “Yes, military families
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