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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.

Financial Planning

Military couple seeks assistance from AWM&T for financial planning.

The Most Common Financial Planning Mistake Military Families Make

Military families spend years doing many of the right things financially. They serve honorably,...

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Military couple analyzes their retirement strategy with AWM&T.

Could Your Roth IRA Contribution Create an Unexpected Tax Problem?

FREE: Roth IRA Guide

For many military families, retirement planning...

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Where Will You Live as You Age? Military discusses while sitting on a dock.

Where Will You Live as You Age?

Checklist: Plan Where You'll Live

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AWM&T Dispels Money Myths - Sign that reads

17 Money Myths That Deserve to Be Retired (For Good)

Money has a way of attracting strong opinions and even stronger myths. Some are passed down from...

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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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