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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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Monthly Market Commentary by Paul Jablansky, CIO of AAFMAA Wealth Management & Trust.

July 2024 Market Commentary

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Understanding the Benefits of Being a Retired Military Spouse

Military spouses like you are unsung heroes who provide emotional and physical support to your...

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Veterans May Be Impacted: Sunset of the 2017 Tax Reform Act

As we approach the end of 2025, a significant change looms for our financial landscape: the sunset...

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College Savings for Military Families

Let’s talk about the expense of a college education. A child born today can anticipate a college...

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How Much Should You Be Saving for Retirement?

How Much Should You Be Saving for Retirement?

Are you planning for a relaxing future in a warm climate? Do you fantasize about building your...

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financial planning for military

Financial Planning for Military Veterans: Shielding Your Legacy

No one wants to think about their own mortality, but as a Veteran, you understand the importance of...

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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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Monthly Market Commentary by Paul Jablansky, CIO of AAFMAA Wealth Management & Trust.

May 2024 Market Commentary

View Report as PDF

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