Articles
November 20, 2018
Is SGLI Coverage Enough for My Family?

If you have ever calculated how much life insurance you really need, you’ve likely ended up surprised and feeling behind. For military members, Servicemembers Group Life Insurance (SGLI) comes as part of the employee benefit package. While this type of life insurance is affordable for most people, and[...]

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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 6, 2018
Finding Purpose in Veteran Retirement

Once you stop working you’ll face a serious life adjustment. It’s similar to the transition you experience going from the military to civilian lifestyle. Have you considered the emotional aspects of retirement and how to plan wisely? In today’s world, people are working well past the age of[…]

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July 20, 2018
Top 5 Biases That Impact Military Investors

As Relationship Managers for AAFMAA Wealth Management & Trust, we use facts and logic to guide our clients through investment decisions, rather than emotion. Even the most perceptive military investors, armed with years of market experience, can fall prey to mental biases that lead to poor investment decisions.[…]

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May 29, 2018
Preparing Your Children for Adulthood through Financial Literacy

As a financial advisor, I learn a lot about clients’ short and long-term financial goals through many conversations and building relationships with them. I also often learn about their frustrations and regrets regarding past financial decisions. During these conversations about financial regrets, I often remind clients that it[…]

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May 29, 2018
4 Reasons Your Retirement Plan Might Fall Short

Ever find yourself daydreaming about retirement? Whether your dream retirement entails traveling the world, dedicating time to beloved hobbies, or helping your children and grandchildren, saving enough for retirement is critical to enjoying all of these endeavors. Everyone deserves the best retirement possible, but numerous planning mistakes can[…]

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March 20, 2018
Financial Longevity: Planning for a Longer Life

Financial Complexities of a Longer Life Americans are living longer. That’s the good news. The bad news is that most people aren’t financially prepared. Many Baby Boomers will be in retirement for over 20 years and unfortunately, many aren’t saving and investing with a longer life-expectancy in mind.[…]

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February 20, 2018
8 Key Life Events that Require Financial Guidance

Almost everyone stresses over the daily obligations of financial planning, but many also neglect the significant life stages that require special attention and strategies. Here are 8 key life events that could benefit from professional financial guidance. 1. Graduating from College College graduation marks the first major transition[…]

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