Tax season is coming to an end, and you may be anticipating a tax refund. As a military family or a...
Blog
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.
Category
All News / Blog
Open Season: How to Enroll in the Survivor Benefit Plan
The Survivor Benefit Plan (SBP) provides financial support to eligible dependents after the passing...
Second Chance for Military Retirees: Should You Enroll in the Survivor Benefit Plan?
A new rule was recently announced as part of the 2023 National Defense Authorization Act that...
AWM&T Eased My Transition from the Military to Retired Life
Col. Cory Sailor, with dogs Boomer and Hannah*
Meet Your Relationship Management Team
You deserve specialized wealth management solutions, financial planning, investment services, and...
Meet Our Military Financial Planning Team
Who you trust to handle your finances matters. At AAFMAA Wealth Management & Trust (AWM&T), we...
Financial Conversation Tips for Military Couples
Military couples understand the importance of communication. For years, you’ve communicated as a...
Why Military Spouses Should Consolidate Retirement Accounts
How many times have you started over? Military families move an average of every two to three years...
Is a Will Enough or Do I Need a Trust?
According to recent research by Caring.com, even though the majority of Americans understand the...
Could an IRA Enhance Your Financial Future?
IRAs are special retirement savings accounts for individuals -- so they are not associated with an...