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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 reassessing their trust with AAFMAA Wealth Management & Trust LLC.

Why Consider a Second Opinion Trust Review?

FREE: Trust Considerations

Estate planning isn't something you complete once...

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Military couple discussing trusts with AAFMAA Wealth Management & Trust LLC

What Does a Trustee Actually Do? More Than You May Think.

When creating a trust, one of the most important decisions you'll make is choosing a trustee. Many...

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Military family with grandchildren, who are Trust clients of AWM&T.

The Successor Trustee Gap: Is Your Backup Plan Really Ready?

FREE: Trust Handout

Creating a trust is one of the most meaningful...

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2026 Q2 Market Update: What Investors Should Be Watching

2026 Q2 Market Update: What Investors Should Be Watching

View Presentation as PDF

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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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