One of the hot stories in the military personal finance world in 2020 was the transfer of USAA investment assets to two companies, Victory Capital and Charles Schwab. I knew people felt under-informed about this transition, but I didn’t genuinely understand the depth and breadth of their frustration. So, I have been working with Charles… | Read More…

April is Military Saves Month, and while I follow along all year long, it’s time for a post just about the awesome organization that is Military Saves, and how this program can help you accomplish your financial goals. There are many quotes about the value of the people and information you share your time with,… | Read More…

Hello, my “been in the military awhile” friends! By now, you’ve probably found your financial footing, but know that there is always room for improvement. Whether you are planning to leave the military soon, or hope to serve to earn military retirement, there are some basic money moves that will help you continue to build… | Read More…

Most people want to save. Some people are more successful at saving. What’s their trick? Having a plan. Planning makes everything easier! Here are ten steps to make a plan that will work: Find Your Why It’s hard to be motivated if you don’t have a good reason. Sometimes it takes some thought, but knowing… | Read More…

I’ve been bugging my friend Forrest Baumhover to write this article for a long time. I’m glad he waited until he had the right thoughts in his head, because this is really good stuff. When Kate first asked me to write this article, I have to admit that I took longer than I usually do…. | Read More…