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Stay in the know with the latest financial advice and news from AAFMAA Wealth Management & Trust (AWM&T). Explore expert insights on military financial planning, investment advice, wealth building, retirement preparation, and estate planning.

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Military Veteran with spouse and grandkid. Survivor Benefit Plan.

Open Season: How to Enroll in the Survivor Benefit Plan

The Survivor Benefit Plan (SBP) provides financial support to eligible dependents after the passing...

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Military Veteran and spouse with American flag.

Veteran Saves Initiative Launches During Military Saves Week 2023

Save money, reduce debt, and build wealth. These are the tenants of the brand-new program, Veteran...

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Military Families: 10 Ways the SECURE 2.0 Act Impacts Your Retirement

You may have heard of the SECURE 2.0 Act that was passed in December of 2022, but aren’t sure how...

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2022 Year-End Market Commentary

As we move into 2023, let's look back at last year's trends. Global growth slowed through 2022 on a...

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Second Chance for Military Retirees: Should You Enroll in the Survivor Benefit Plan?

A new rule was recently announced as part of the 2023 National Defense Authorization Act that...

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AWM&T Eased My Transition from the Military to Retired Life

Col. Cory Sailor, with dogs Boomer and Hannah*

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7 Steps to Financial Fitness

It’s time to focus on financial fitness. By developing a financial plan or evaluating your current...

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Meet Your Relationship Management Team

You deserve specialized wealth management solutions, financial planning, investment services, and...

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Monthly Market Commentary – November 2022

Halloween is here again. Brooke and I go to a neighborhood party each year. Adults dress up...

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Series I Bonds — What You Need to Know

In a year marked by high inflation, many Veterans are in search of a safe place for their cash. A...

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