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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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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

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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

READ MORE
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