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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.

Financial Planning

Military Veteran seeking a financial plan from the military financial professionals at AAFMAA Wealth Management & Trust.

Why You Need a Financial Advisor Who Serves the Military Community

As a Veteran or active-duty servicemember, your finances are complex. From military pensions to the...

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Military Veteran and spouse analyzing their finances. Essential financial steps for Veterans in their 50s.

4 Financial Steps for Veterans in their 50s

It takes more than a dream to accomplish your financial goals. After serving our great nation, you...

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How Diversifying Your Portfolio Can Mitigate Risk

When you joined the military, you assumed a certain amount of risk. You considered the pros and...

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7 Steps of Financial Planning

It’s time to focus on financial fitness. By developing a financial plan or evaluating your current...

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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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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

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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