Recent Posts
Avoiding Tax Season Panic: Practical Tips for Tax Planning and Less Stress!
Tax season has been over for a few months and the panic is over. Now’s the perfect time to gain a better handle
The Net Worth Payment
For personal finance DIY’ers, trusting the long term effects of financial decisions can be difficult. Even when everything makes sense on paper, it isn’t always
One TAP Class Is Not Enough
The Transition Assistance Program covers a tremendous amount of information. Employment. VA benefits. Healthcare. Education. Life insurance. Taxes. Retirement pay. Disability claims. Resumes. Networking. Relocation.
Military Topics
Avoiding Tax Season Panic: Practical Tips for Tax Planning and Less Stress!
Tax season has been over for a few months and the panic is over. Now’s the perfect time to gain a better handle
One TAP Class Is Not Enough
The Transition Assistance Program covers a tremendous amount of information. Employment. VA benefits. Healthcare. Education. Life insurance. Taxes. Retirement pay. Disability claims. Resumes. Networking. Relocation.
Are You Down with SBP? (Survivor Benefit Plan)
This blog present a framework for understanding SBP and its role in long-term financial planning When military members retire, one of the biggest decisions they
Financial Freedom! A 4 Step Guide for Women Servicemembers to Build Financial Resilience
Every day, women servicemembers balance mission demands, family responsibilities, and personal goals. But building financial resilience for women servicemembers is what ultimately creates the freedom
Rolling out of the military: Do I have to roll out of the TSP?
Rolling out of the military: Do I have to roll out of the TSP? Getting out of the military, whether at the end of your
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
Financial Planning
Avoiding Tax Season Panic: Practical Tips for Tax Planning and Less Stress!
Tax season has been over for a few months and the panic is over. Now’s the perfect time to gain a better handle
One TAP Class Is Not Enough
The Transition Assistance Program covers a tremendous amount of information. Employment. VA benefits. Healthcare. Education. Life insurance. Taxes. Retirement pay. Disability claims. Resumes. Networking. Relocation.
When the Clock Strikes 21: Navigating TRICARE Coverage Changes for Military Dependents
For military families, TRICARE is one of the most valued benefits of service. But when a dependent child turns 21, the coverage landscape shifts dramatically,
Serving Out Loud: Why LGBTQ+ Military Financial Planning Looks a Little Different
When Don’t Ask, Don’t Tell (DADT) was repealed in 2011, and federal marriage benefits were extended to same-sex military couples in 2013 following the Supreme
Paying the “Neglect Tax”
We live in an age that glorifies replacement and undervalues maintenance. If something breaks, we don’t fix it, we replace it. A car starts making
I Have A Military Pension: Do I Still Need An Emergency Fund?
I Have A Military Pension: Do I Still Need An Emergency Fund? For years, the standard financial advice has been simple: Keep three to six
Taxes
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
College & Education Planning
When the Clock Strikes 21: Navigating TRICARE Coverage Changes for Military Dependents
For military families, TRICARE is one of the most valued benefits of service. But when a dependent child turns 21, the coverage landscape shifts dramatically,
Saving For Your Kids – Do They Need A Trump Account?
Did someone say free money? Yes! And if your child qualifies, opening a Trump account is a no-brainer. What if they don’t qualify for the
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
GI Bill for Guard and Reserve
Navigating the many GI Bill For Guard and Reserve options I have been a member of the Air National Guard for almost 25 years at
Student Loan Update- Where are we now?
For many student loan borrowers, the CARES Act, which paused student loan repayment and drove interest rates to 0.0%, was an extraordinary gift. Since that
SECURE Act 2.0: Expanded College Savings & Roth IRA Opportunities for Military Families
SECURE Act 2.0: Expanded College Savings & Roth IRA Opportunities for Military Families Leading into the New Year, Congress passed a $1.7 Billion spending package
Investing
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
Series I Bonds: Is it time for an exit strategy?
Series I Bonds: Is it time for an exit strategy? When it comes to inflation and our financial lives, inflation receding is a good thing.
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
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
New Year IRA Tips
New Year IRA Tips Still want to save for retirement in 2022? You can! Wait, what? Did you say I can still save for retirement last
Which is Better—A Roth or a TSP?
Which is Better—A Roth or a TSP? If my math is correct, half of the readers of this article’s title are about ready to blow