Recent Posts
Blended Retirement System: Evaluate the Lump Sum Option
Unlike some civilian pensions, there is no option to take the full military pension as a lump sum. However, servicemembers retiring under the Blended Retirement
Conducting a Home and Auto Insurance Review
Conducting a Home and Auto Insurance Review Many consumers are shocked when they receive their annual insurance bills. Rates for auto and homeowners’ insurance are
PCS Season: Organize Your Financial Life
PCS Season: Organize Your Financial Life Whether you’re motivated by an upcoming PCS or it’s simply time for a little desk drawer cleaning, the
Military Topics
Financial Planning
Military Retirement: Should You Take SBP?
Military Retirement and the Big SBP Decision This article was jointly written by Adrienne Ross, CFP ®, AFC ®, and Pam Bergeson, CRPC As you’re
How Much is Your Military Compensation Actually Worth?
Understanding Your Entire Military Compensation For any servicemembers who are transitioning out of the military or perhaps daydreaming about what that might look like someday,
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