Financial Advice Blog

As back-to-school thoughts loom large over the dog days of summer, many of us are starting to think about education costs—from our 6-year-old’s new tennis shoes to her eventual college classes. The Coverdell Education Savings Account is one of the two well-known tax-advantaged education savings accounts (the other is the 529 savings plan). One of the main benefits of the Coverdell is beneficiaries...

If you have an upcoming anniversary or vacation, start planning now so you’ll feel financially secure even after the big event.

This is a brief story that describe the impact of taking the BRS Lump Sum option.

Financial woes can critically impact your mission readiness. To further complicate financial readiness plans, our military lifestyle includes frequent relocations and deployments. But our way of life doesn’t have to hinder our ability to manage family finances successfully. Whether you prefer a classroom setting, an online experience, a multimedia approach or an individual consultation in person or by phone, a wide variety of resources are available to help put you on the path to financial freedom.

10 ways to thank a Military Spouse - today and every day! #milspouselove

At least once a year, I challenge you to sit down with your spouse for a hard conversation: If one of you were to pass away, would you be prepared?