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

November 2023 Market Commentary

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Unlock Your Financial Potential: AWM&T's 2024 IRA Disclosures

As we embrace the dawn of a new year, there's no better time to take stock of your financial future...

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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

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

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

January 2024 Market Commentary

View Report as PDF

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Military Families: 10 Ways the SECURE 2.0 Act Impacts Your Financial Plan

You may have heard of the SECURE 2.0 Act that was passed in December of 2022 but aren’t sure how it...

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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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