Transition and Retirement for Families

Use this year-end evaluation as an opportunity to discuss and get aligned on your retirement goals and portfolio.

A year-end financial review, when done right, acts as a recalibration for the goals that matter most to you and your family.

In military families, where change is constant and the future is sometimes uncertain, Thanksgiving offers a rare and valuable...

Tricare beneficiaries need to be aware of changes taking place in both the East and West regions and may need to take action...

If an investor is feeling a lot of stress regarding their investments, that could indicate that it’s time to reevaluate their...

More dreadful than a haunted house tour in a hearse, tales of financial doom aren't fiction. They're painful realities. But...

Here are four themes driving service members' decision not to contribute to the military's Thrift Savings Plan and why I...

From building a solid financial foundation to preparing for emergencies and planning for retirement, the results of a recent...

If a new survey is any indicator, building a plan for the execution stage of retirement is clearly on the mind of the...

Those who wear or have worn the military uniform, based on this particular survey, appear less likely to have tapped their...

Taking full advantage of financial touchpoint training can be one of the smartest moves service members make to build a...

Finally receiving that hard-earned military retirement pay at age 60 is a big deal, and you definitely want to get that...

Your retirement income will likely come from a variety of sources. Imagining retirement income as pie pieces can make the...

One way to ease the fear of investing is to do it systematically. Here's why.

If retirement planning and preparation is an area of your life you are looking to build out, here are a few items you might...

Focusing some of your spring cleaning on successful retirement plans and investments can yield beneficial results.

If retirement planning and preparation is an area of your life you are looking to build out, here are a few items you might...

The Secure 2.0 Act provided the new credit to incentivize employers to quickly enroll and vest spouses in the plans.

Here are answers to several of the most common questions I have received about life insurance from military members over the...

When I retired from the Army Reserve, the last thing on my mind was applying for VA health care and benefits. As a financial...

Here are five fundamental, and evergreen, money considerations related to selecting your next job, career or career path.

Here are five ways to declare your independence from debt, plus financial steps to improve your life, liberty and the pursuit...

Individual retirement accounts involve special considerations if you are a military member. Here are three things to know. As...

You may be on a path that leads to financial ruin, and that's not funny.

Lessons learned in the military can translate into ideas to better manage your money. Taking a few liberties, here are five...

Here are five rules to live by, whether you find yourself in an unlikely post-apocalyptic scenario or just trying to cope...

Investing can be a scary proposition, but it doesn't have to be that way. A simple solution to eliminate fear from the...

With all that's happened in the world over the past couple of years, it's a good time to focus your energy on cleaning up...

Here are six factors to think about as you review your situation and determine how best to save during this time of high...

A successful relationship requires hard work and a lot of money. OK, just kidding -- well, mostly kidding. The reality is...

Here are five financial red flags that should have you considering the Survivor Benefit Plan open season.

Here are four things you can do to put yourself in a better place financially, regardless of what happens in the broader...

To help Americans save for retirement, the Secure 2.0 Act includes promising provisions that will be implemented over the...

The Balcavages are Airbnb hosts; they make a business of renting out the bottom level of their house to short-term guests.

Whether you're active duty, Reserve or National Guard, managing your day-to-day finances can have its unique challenges...

The military teaches its troops financial "readiness," but that doesn't necessarily mean financial success. This group of...

Why offering retirement benefits, even with just a handful of employees, makes better business -- and could be free.

The military MyPay website is your one-stop-shop for everything pay related.

Caregiver, survivor and veteran family issues soon will be pushed directly to the Department of Veterans Affairs' top...

Military Saves Week runs from April 15-19, 2024. Here’s how to start saving for retirement now.

Retiree's wife wants to know if anyone can help her children get the military benefits to which they're entitled.

Wait, do I have to plan a retirement ceremony, too? Here are some ideas on how to pull it off.

​When my husband of 25 years calmly told me that there is not really a place for spouse recognition in the retirement...

Here's six critical financial tips and a checklist for when you swap military boots for civilian shoes.

If you are in the military or a military spouse and are getting a divorce, there are some financial factors that can affect...

You can make penalty free withdrawals from your qualified retirement plan(s). And, U.S. military reserve and National Guard...

One of the most remarkable things about building a career or launching a successful job search is how people will help you...

Instead of a different person every time on the helpline, a case manager is devoted to helping you get through the system.

You may not be able to hide your military spouse status -- and in some cases, you may not need to.

No matter where your military marriage problems come from, you don't have to deal with them alone.

How can you grow your own career while still supporting your spouse?

How do you pay for college when you haven't got a dime? With our guide, you'll be cracking those books in no time.