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…

Imagine you’re tooling down the highway during rush hour, and suddenly your tire explodes. You manage to keep your car mostly under control, but you bump a tractor-trailer in the adjacent lane, which then hits two cars next to it, and then overcorrects into the jersey wall. OR Imagine you’re throwing a 4th of July… | 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…