Posts by: Jacob Almond
October 31, 2018
Upcoming Changes For Federal Thrift Savings Plans

By: Sam Saunders What it means for your retirement, your future, and when these new changes go into effect. Does your financial planner account for the worst? If you think getting fired from a government job is hard, try withdrawing money early from your Thrift Savings Program, or[...]

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October 22, 2018
The Importance of a Financial Plan

By: Sam Saunders When you’re planning a road trip for you and your family, you don’t just get in your car and start driving -- it’s just the opposite. When you plan a trip, there are often many variables to consider. You may be looking for the fastest[...]

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October 5, 2018
20 Essential Financial Questions for Military Families

Financial planning can be more complex for military families than it is for civilians. Deployments, specialized benefits, and unique retirement options are just a few of the factors that make your situation different. A recent study shows that career military families end up in a stronger financial position[…]

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September 25, 2017
Wealth Management vs. Financial Planning

We see the terms wealth management and financial planning being used a lot today. The finance industry, social media, and magazines use these terms almost interchangeably. For example, we are AAFMAA Wealth Management & Trust and we offer financial planning. What is the difference? Let’s start with financial[...]

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March 22, 2017
Relationships Matter

Written by Mike Milligan, CFP®, MBA, Relationship Manager, AAFMAA Wealth Management & Trust Marketing efforts by major financial firms have left many to wonder, “Do relationships matter anymore?” Most investment plans and financial solutions are generic, meant for the masses as firms attempt to stay out of litigation. While[...]

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