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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February 5, 2018
Understanding Bitcoin & Cryptocurrency

Arguably the most popular buzzword in the global economy right now is “cryptocurrency.” While Bitcoin is currently the most well-known cryptocurrency, most people don’t understand it beyond the hype and reported skyrocketing value. The overarching goal of any cryptocurrency is to replace cash, credit, and electronic wire transactions[…]

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December 15, 2017
Charitable Giving: An Investment In Yourself and Others

We have that December feeling — a crisp chill in the air, the tinkling of sleigh bells, and a mailbox overfilled with donation requests from charitable organizations. As Americans, we gave over $373 billion in 2016 alone. As your desire to give grows this time of year, we[…]

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December 15, 2017
4 Financial Resolutions to Kick Off 2018

You’ll Thank Yourself a Year from Now With the New Year right around the corner, it’s the perfect time to make resolutions before the calendar flips to January 1. Every year, many people base their resolutions on things like faith, family, and personal wellness. But financial stability tends[…]

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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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June 21, 2017
Fiduciary Investment Guidance

Written by Tom LeClaire, CFP®, AWM&T Relationship Manager, Tampa, FL You’ve probably noticed in the news that financial advisors offering retirement products and services are required to put their clients’ interests first as of 9 June 2017. This new regulation, known as the Department of Labor (DOL) Fiduciary[...]

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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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