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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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financial planning for military

Financial Planning Tips: Investment Options

Whether you’re planning to retire from the military or you’re already retired, you can gain the...

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financial planning for military

Navigating VA Benefits: Financial Planning for Military Veterans

As a former servicemember, you’ve earned your U.S. Department of Veterans Affairs (VA) benefits....

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Calculator, glasses, pen and tax forms from the IRS.

Proposed 2025 Tax Increases for the Wealthy? Here’s What You Should Know

There’s a question on the U.S. Government’s mind: Are millionaires and billionaires paying their...

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3 Things Servicemembers Need to Know About Taxes

The deadline to file your tax return is April 15is your military family ready? Whether you feel...

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A military Veteran opening a door.

5 Career Ideas for Military Veterans

Ah, the DD 214 — this document is a right of passage for all servicemembers whether you’ve been...

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Retired military couple with their arms around each other surveying their land.

Trust and Estate Planning Best Practices for Military Families

When it comes to securing your family's financial future, estate planning is a crucial step for...

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Starting Strong: Top Financial Considerations for Military Families for the Year Ahead

View Report as PDF

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Trustworthy Military Finance: The Fiduciary Touch

When it comes to managing your hard-earned money and securing your military family's financial...

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Retired couple dancing.

Making the Most of Military Benefits in Retirement

Retirement is a significant milestone in anyone's life, and for military Veterans it comes with a...

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Building and Safeguarding Your Financial Future Is Easier Than You May Think

No matter where you are in your financial journey — whether you're just starting out or have some...

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