News Center

Take the retirement money and run!

by Community Manager

‎06-24-2014 11:05 AM

Scott and JJIf you want to get fit, there are some basic rules you need to follow, right? Things like exercising, eating healthy, minimizing stress and seeing your doctor regularly.


Financial fitness also has some rules. Here’s one of the biggest: When you’re offered free money, take it. We’re talking about that retirement plan at work.


If your employer offers matching contributions in your retirement plan, if your financial situation allows it, you really should take full advantage of it. After all, it’s free money so why not do everything possible to make sure you get all they’re willing to give? It can be an easy way to grow that retirement account more quickly.


Need advice?

Read Scott & JJ for financial information you can use.

Typically all you have to do is visit your plan’s website or submit the right forms to HR and sign up today. Once you’ve done that, you’re in the game.


Not to get ahead of ourselves, but might we also suggest signing up for automatic increases in your contribution as well? Saving is so much easier if you have a plan.


Good luck and get saving.


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.





Community Managers

Briana Hartzell

Briana Hartzell

Briana knows all about moving. This Navy wife has helped her husband relocate to four different naval air stations in the last three years. A former USAA employee, Briana is co-founder of The Triple Dish, a blog focused on food, fitness and military life.

View Briana's Profile
Wendy Poling

Wendy Poling

Wendy is a social media strategist and founder of, featuring a popular military spouse blog and the hit podcast Navy Wife Radio and now Military Life Radio. She is the wife of a submariner who has also served in Afghanistan.

View Wendy's Profile
Charles Pratt

Charles "Chazz" Pratt

Charles "Chazz" Pratt III is a former U.S. Army Captain who made the Military-to-Civilian career transition in 1994. In his book, The Fort Living Room Transition Course, he shares valuable tips & tricks to help you succeed. Since his transition from the military, he's worked for several Fortune 500 companies, including Pfizer, Genentech, and St. Jude Medical, among others.

View Chazz's Profile
Scott Halliwell

Scott Halliwell

Scott Halliwell is a CERTIFIED FINANCIAL PLANNER™ practitioner.

View Scott Halliwell's Profile
Joseph Montanaro

Joseph "J.J." Montanaro

Joseph "J.J." Montanaro is a CERTIFIED FINANCIAL PLANNER™ practitioner.

View Joseph "J.J." Montanaro's Profile