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…

What money moves should you make if you are an E8 or E9? Well hello, old friends! As you get well into your military career, it’s time to start thinking about where you want to go after you leave the military, and how to be financially prepared for that transition. This post is part of… | 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…

When Kate first asked me to write this article, I have to admit that I took longer than I usually do. It wasn’t that I was blowing it off. But she originally asked me to write about WHY a military member should hire a financial planner. And it took me some reflection to realize this:… | Read More…