A Costly Lesson in Trust: How One Military Family Was Misled
Many military families are targeted by salespeople posing as financial advisors. These individuals often promote complex insurance products, such as whole life or indexed universal life (IUL) policies, as “wealth-building” strategies.
This article examines how one such case exposed the dangers of commission-driven advice and highlights practical ways to identify the difference between a true fiduciary and a salesperson in disguise. It also provides key questions to ask, resources to verify credentials, and guidance on how to find professionals who act in your best interest.
Rolling Out of the Military: Do I Have to Roll Out of the TSP?
Leaving the military comes with a long list of decisions, and your Thrift Savings Plan (TSP) is one of them. Should you keep it, roll it into an IRA, or move it into a new employer plan? This article breaks down the pros and cons of each choice so you can approach your retirement transition with clarity and confidence.
Ready, Fire, Aim: The Military Retiree Transition Trap
You’ve seen the world, but have you seen what’s truly possible for your life after the military? Too often, service members step straight into the next job without ever asking: What do I actually want? This article explores the silent momentum that pushes many retirees into high-paced second careers that mirror military life, without considering whether that’s the lifestyle they really want. If you’ve ever felt like you’re climbing a ladder just because it’s there, this is your invitation to pause, reflect, and choose with intention.
The One, Big, Beautiful Bill Act - A Recap For Military Families
On July 4th, President Trump signed the One, Big, Beautiful Bill (OBBB) into law, ushering in a wave of tax changes with immediate and long-term implications. While the full bill is extensive, this article distills the most relevant provisions for military families, highlighting what may impact your 2025 tax return and future financial planning.
The Risk-Right Portfolio: Where Confidence Meets Strategy
When we think about investing, risk is often the first word that comes to mind, and usually not in a good way. Risk is not something to fear, however. It is something to respect, acknowledge that it exists, and understand how we work with it.
Mid-Year Money Check: Is Your Cash Flow Aligned with Your Goals?
As we reach the halfway point of the year, it’s an ideal time to pause and reassess your financial picture. Life moves fast—especially in military households—and it’s easy for your spending, saving, and goals to drift off course throughout the year without regular check-ins. A mid-year review is your opportunity to make small adjustments now that can have a meaningful impact by year’s end.
Estate Planning for Military Families: Protect Your People, Purpose, and Peace of Mind
Estate planning is about making legal decisions in advance — how your assets should be handled, who should care for your children if something happens, and who has the authority to act on your behalf if you can’t speak for yourself. And for military families, estate planning is especially important.