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

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Veteran couple reading the AWM&T 2026 IRA Disclosures.

Your 2026 IRA Guide Is Here

Key Updates Every Military Family Should Know

As you look ahead to 2026, staying informed on the ...

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Military couple smiling because they have a trust with AWM&T.

Protect What You’ve Earned: How Trusts Safeguard Your Military Legacy

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Finish the year strong and plan ahead for next year with AWM&T.

Finish Strong: End-of-Year Military Financial Tips

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AWM&T is proud to be a partner for Veteran Saves Week 2025.

Veteran Saves Week 2025: Partnering for Financial Strength

We’re excited to announce that Veteran Saves Week returns November 4–7, 2025. AAFMAA Wealth...

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Military couple transitioning to civilian life with financial guidance from AWM&T.

5 Things Military Spouses Should Know When Their Partner Retires

After 20+ years of service, the moment has finally arrived — your spouse is retiring. For every...

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Monique Street, CFP®, AFC®, Relationship Manager at AAFMAA Wealth Management & Trust LLC (AWM&T), has been named one of Financial Planning’s 10 Rising Stars of 2025.

Congratulating Monique Street: A 2025 Financial Planning Rising Star

We are proud to announce that Monique Street, CFP®, AFC®, Relationship Manager at AAFMAA Wealth...

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Military spouse making smart money moves while facing civilian transition with the help of financial professionals at AWM&T.

5 Smart Money Moves for Working Military Spouses Facing Civilian Transition

When a military career comes to a close, the transition into civilian life can bring excitement,...

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Veteran being targeted by a cyber financial scam. Advice from AWM&T.

10 Ways Veterans Can Avoid Financial Scams and Abuse

As a Veteran, you may be a prime target for financial scams. Fraudsters often exploit the trust,...

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Military Veteran couple finds peace of mind with a CRA from AAFMAA Wealth Management & Trust LLC (AWM&T).

Find Flexibility, Security, and Peace of Mind with a CRA

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Paul Jablansky, Chief Investment Officer, Peter St. Denis, CFA®, Parker King, CFA® and Kristin Ketner Pak, of AWM&T.

Watch Now: Navigating Chaotic Markets

On June 10, 2025, Armed Forces Mutual (formerly AAFMAA) proudly hosted its 146th Annual Meeting – a...

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