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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.
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Retirement

9 Ways to Strategize Your Tax Refund as a Military Family or Veteran
Tax season is coming to an end, and you may be anticipating a tax refund. As a military family or a...

Open Season: How to Enroll in the Survivor Benefit Plan
The Survivor Benefit Plan (SBP) provides financial support to eligible dependents after the passing...

Veteran Saves Initiative Launches During Military Saves Week 2023
Save money, reduce debt, and build wealth. These are the tenants of the brand-new program, Veteran...

Military Families: 10 Ways the SECURE 2.0 Act Impacts Your Retirement
You may have heard of the SECURE 2.0 Act that was passed in December of 2022, but aren’t sure how...

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*