Recent Posts
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.
SGLI is Not Enough
Serviceman’s Group Life Insurance (SGLI) is the inexpensive term life insurance we can purchase through our pay during active and reserve service. Congress determines how
Military Topics
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
Your Pension and Your Portfolio
Your Pension and Your Portfolio So you have a pension, now what? Retirement income is difficult to imagine. For many folks out there, retirement savings,
Financial Planning
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
Cost Segregation Studies: A Smart Tax Move… Sometimes
Cost Segregation Studies: A Smart Tax Move… Sometimes If you are a landlord with rental properties, you’ve probably read an article or listened to a
Taxes
529 ABLE Accounts and Veteran Eligibility: Big Changes for 2026
I’ve been asked by disabled veterans many times whether they qualify for an ABLE account, formally known as a 529 ABLE plan. Until now, my
Cost Segregation Studies: A Smart Tax Move… Sometimes
Cost Segregation Studies: A Smart Tax Move… Sometimes If you are a landlord with rental properties, you’ve probably read an article or listened to a
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,
The Million Dollar TSP
The Million Dollar TSP Are you approaching or reached a million dollars in your Thrift Savings Plan (TSP)? Congratulations! More than likely, your retirement goal
6 Tax Moves To Consider In 2025
Military Veterans often face changing financial situations, from untaxed benefits and combat zone tax exclusions to special bonuses and, finally, the transition to retirement or
Tax Tips and Understanding the New 1099-K Reporting Requirements
Note: This post provides information accurate as of the date of publication and is provided for educational purposes. For personalized advice, consult with your own
College & Education Planning
5 Mistakes To Avoid When Splitting the GI Bill
5 Mistakes To Avoid When Splitting the GI Bill The Post 9/11 GI Bill is a fantastic benefit for those who served in the military
Act Now–Become Debt Free!
Act Now, Become Debt Free with PSLF! You could save you thousands of dollars thanks to temporary changes to the Public Service Loan Forgiveness
New Law Changes Handling of VA GI Bill Program Debts
New VA Management of Education Debts The Johnny Isakson and David P Roe, M.D. Veterans Health Care and Benefits Improvement Act of 2020 passed into
Getting Your Free Application for Student Aid (FAFSA) Squared Away
Get Your Student Financial Aid Squared Away What is the Free Application for Federal Student Aid? The Free Application for Federal Student Aid, or FAFSA,
Investing
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
Cost Segregation Studies: A Smart Tax Move… Sometimes
Cost Segregation Studies: A Smart Tax Move… Sometimes If you are a landlord with rental properties, you’ve probably read an article or listened to a
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
The Veteran’s Guide to TSP Rollovers
The Veteran’s Guide to TSP Rollovers Separating and retiring military servicemembers (& federal employees) are often faced with a number of financial decisions. One of
Back to Basics: Account Types
Back to Basics: Account Types Some years ago, when some of our fellow steely-eyed killers started swapping paint at 600 knots a bit too frequently,
The Balance Sheet Deception: Understanding the Liabilities of Assets
Veterans aren’t strangers to the concept of assets and liabilities. One of the first things anyone does when thinking about personal finance is to map