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Bold black and white image of a flag with five horizontal stripes on the left and text reading US VET WEALTH with a star between US and VET on the right, representing military retirement financial planning.

Military Retiree Life Insurance and Annuity Strategies Blog

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Transition Tips for Senior Officers: Military SBP vs Life Insurance

SBP for Senior Military Leaders At Retirement and Transition If you’re a senior military officer preparing for retirement, chances are you’ve already encountered the complexities of transition planning. One of the most critical decisions you’ll face is whether to opt…

Read More Transition Tips for Senior Officers: Military SBP vs Life InsuranceContinue

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Military Retirement Blueprint: Better Than Just Savings and Benefits

Retiring from the military can be an overwhelming experience, especially when it comes to making decisions about your future. With so many options and so much information to consider, it’s easy to get lost in the details and fall into…

Read More Military Retirement Blueprint: Better Than Just Savings and BenefitsContinue

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Military Retirement Advice: Are You Saving for the Wrong Retirement?

The Outdated “Retirement Theory” Retirement theory is an old methodology that doesn’t fit with modern times. It’s based on the fixed income mindset, meant for people who plan to work till 65. This theory requires decisions to be based on…

Read More Military Retirement Advice: Are You Saving for the Wrong Retirement?Continue

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The Simple Survivor Benefit Plan Opt-Out Decision Method

As a senior military officer, retirement can be a daunting experience. With so many decisions to make and factors to consider, it’s easy to feel overwhelmed. However, with the right information and approach, you can confidently navigate this process and…

Read More The Simple Survivor Benefit Plan Opt-Out Decision MethodContinue

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How to Make a Confident Survivor Benefit Plan Decision at Military Retirement

Retiring from the military can be a confusing and overwhelming experience, especially when it comes to making important decisions like the Survivor Benefit Plan (SBP). As a senior officer or senior career NCO, it’s understandable that you may not be…

Read More How to Make a Confident Survivor Benefit Plan Decision at Military RetirementContinue

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Military Retirement Theory vs. Income Theory: A New Approach to Financial Planning For Military Retirees

As a military veteran, retirement planning is crucial to your financial future. Based on a 30-year time frame, the traditional retirement theory can be limiting and stress-inducing for many military officers and NCOs. At US VetWealth, we focus on a…

Read More Military Retirement Theory vs. Income Theory: A New Approach to Financial Planning For Military RetireesContinue

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Is Military Pension Taxable? How It Impacts the SBP Decision

Understanding the Best Type of Money for Military Retirees: The Private Pension Strategy Is military pension taxable? As a military retiree, it’s important to understand the different types of money available to you to make the best decision about the…

Read More Is Military Pension Taxable? How It Impacts the SBP DecisionContinue

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Can I Cancel the Survivor Benefit Plan After Military Retirement?

As a military retiree, it’s crucial to understand the benefits you’ve earned after serving your country. One of the benefits that many retirees may not realize they’re paying for is the Survivor Benefit Plan (SBP). In this article, we’ll discuss…

Read More Can I Cancel the Survivor Benefit Plan After Military Retirement?Continue

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Neglecting the SBP Decision in Financial Planning: A Common Oversight

Retiring from the military can be a confusing time for many, especially when it comes to figuring out what to do about the Survivor Benefit Plan (SBP). This is because the vast majority of financial and investment planning advice is…

Read More Neglecting the SBP Decision in Financial Planning: A Common OversightContinue

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Is Term Life Insurance for 100% Disabled Veterans and CRSC Pay Possible?

Why are so many disabled Veterans missing out on better life insurance? Imagine paying too much for limited insurance or leaving your family underinsured—simply because you assumed your VA disability would disqualify you. Unfortunately, this is the reality for countless…

Read More Is Term Life Insurance for 100% Disabled Veterans and CRSC Pay Possible?Continue

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  • Who We Serve
    • For Career Military Families
    • For Retired Military
  • Resources
    • Book a 15-Min Inquiry Call
    • Book Downloads
      • Military SBP vs Life Insurance Guide
      • Military TSP Rollover Guide
    • Videos & Podcasts
      • Webinars & Case Studies
        • Wealth Insurance Philosophy for Success
        • How to do a SBP Decision Appraisal
        • Why You Need a War Chest to Replace SBP
        • New Private Life Insurance SBP Alternative
        • Beyond the TSP: War Chest for Lifelong Income
  • Solutions
    • Quick Term Quote
    • Survivor Benefit Plan
      • War Chest – SBP Alternative
      • Easy SBP Decision Course
    • Retirement Planning
      • Fixed Index Annuities
    • Military Retiree Life Insurance
    • War Chest Strategy Masterclass
    • Military Retiree Pay and Benefits Appraisal
  • Blog
    • Veterans Benefits
    • Survivor Benefit Plan
    • Career Military Families
    • Life Insurance
    • Retirement Planning
    • Wealth Management
    • Thrift Savings Plan
    • War Chest Strategy
  • About
    • US VetWealth Mission
    • Our Team
    • Welcome Packet
    • Contact Us