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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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financial planning for military

Financial Planning for Military Veterans to Maximize Retirement

After serving your country in the Army, Marine Corps, Navy, Air Force, Space Force, or Coast Guard,...

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Military Financial Planning With the Right Financial Planner

Military Financial Planning With the Right Financial Planner

As a military servicemember or Veteran, you understand the value of turning to a specialist to plan...

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Comprehensive Military Financial Planning With a Military Financial Planner

Comprehensive Military Financial Planning With a Military Financial Planner

Military family life (even after your active-duty chapter) is unique and presents opportunities and...

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

April 2024 Market Commentary

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The Impact Financial Planning for Military Veterans Can Have on Building Long-Term Wealth

The Impact Financial Planning for Military Veterans Can Have on Building Long-Term Wealth

As a military servicemember, you’ve made many sacrifices to serve our country. Frequent...

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Financial Planning for Military Families: Military Retirement Planning

Financial Planning for Military Families: Military Retirement Planning

On active duty, you likely were ready for anything—except retirement. Many military servicemembers...

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

February 2024 Market Commentary

View Report as PDF

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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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