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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

Veteran couple reading the AWM&T 2026 IRA Disclosures.

Your 2026 IRA Guide Is Here

Key Updates Every Military Family Should Know

As you look ahead to 2026, staying informed on the ...

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Finish the year strong and plan ahead for next year with AWM&T.

Finish Strong: End-of-Year Military Financial Tips

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Monique Street, CFP®, AFC®, Relationship Manager at AAFMAA Wealth Management & Trust LLC (AWM&T), has been named one of Financial Planning’s 10 Rising Stars of 2025.

Congratulating Monique Street: A 2025 Financial Planning Rising Star

We are proud to announce that Monique Street, CFP®, AFC®, Relationship Manager at AAFMAA Wealth...

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Military Veteran couple finds peace of mind with a CRA from AAFMAA Wealth Management & Trust LLC (AWM&T).

Find Flexibility, Security, and Peace of Mind with a CRA

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US servicemember wearing camo takes off wedding ring as part of a military divorce. AWM&T provides financial considerations.

Military Divorce and Finances: How to Protect Your Future

Divorce is rarely easy. But for military families, including active-duty servicemembers, military...

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older couple walking in woods

Is Long-Term Care in Your Financial Plan?

You’ve probably covered the basics, such as housing, food, taxes, emergencies, and entertainment in...

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Military family on the beach hugging, enjoying generational wealth with the help of AAFMAA Wealth Management & Trust LLC (AWM&T)

Empower Your Children with Financial Guidance from AWM&T

Free Resource

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Mission First, Investments Handled: How OCIO Services Empower Military Nonprofits

Free: OCIO Brochure

Nonprofits supporting military members and their...

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Smart Money Moves for Military Families in Transition from AWM&T.

Empowering Servicemembers: Financial Strategies for Military Families on Active Duty or in Transition

Military servicemembers face critical challenges but also have a few unique opportunities for...

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Smart Money Strategies for Military Caregivers from AWM&T.

Financial Strategies for Military Families Caring for Loved Ones

As a servicemember or Veteran, you’ve experienced the unique challenges that come with military...

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