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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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Military couple seeks assistance from AWM&T for financial planning.

The Most Common Financial Planning Mistake Military Families Make

Military families spend years doing many of the right things financially. They serve honorably,...

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Military couple analyzes their retirement strategy with AWM&T.

Could Your Roth IRA Contribution Create an Unexpected Tax Problem?

FREE: Roth IRA Guide

For many military families, retirement planning...

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Armed Forces Mutual and AWM&T team members attend the 2026 SOF Week in Tampa, FL.

Connecting with the Military Community at SOF Week 2026

Each year, Special Operations Forces (SOF) Week brings together members of the global special...

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Colleagues join forces from Armed Forces Mutual, AAFMAA Mortgage Services, and AAFMAA Wealth Management & Trust LLC

Three Teams, One Mission: Serving Military Families

Each year, Armed Forces Mutual, our parent company, holds their Annual Meeting to provide an...

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Two wedding rings. Meet the Military Spouses of AWM&T.

Military Spouses of AWM&T

Military life is a shared commitment.

Behind many servicemembers is a spouse who has navigated...

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Veteran couple looking up Trusts from AWM&T on their laptop.

Trust Planning for Military Families: It’s About Complexity, Not Wealth

FREE: Trust Checklist

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Where Will You Live as You Age? Military discusses while sitting on a dock.

Where Will You Live as You Age?

Checklist: Plan Where You'll Live

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AWM&T Dispels Money Myths - Sign that reads

17 Money Myths That Deserve to Be Retired (For Good)

Money has a way of attracting strong opinions and even stronger myths. Some are passed down from...

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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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