Senior-ranking officers and NCOs preparing for military retirement often express a universal financial concern: “I wish I had more money.” Despite decades of service, earning a pension, and diligently saving in the Thrift Savings Plan (TSP), many career military personnel…
Retiring from military to civilian life is more than just a career change—a complete lifestyle shift requiring a new financial mindset. For military retirees, financial security and flexibility are paramount. Indexed Universal Life (IUL) insurance is an underutilized yet potent…
Understanding the Transition: Challenges and Opportunities The moment you leave the military, your world shifts dramatically—new challenges emerge, and so do unprecedented opportunities. For senior officers, the shift from a structured military career to the fluid landscape of civilian life…
The High-Income Problem in Today’s Economy Congratulations! You’ve completed a successful military career, secured a reliable pension, and perhaps even moved into a high-paying post-military role. You may have built up significant savings along the way. On paper, your financial…
For many military retirees, the Thrift Savings Plan (TSP) represents the most significant financial asset they’ve accumulated over their careers, often second only to their primary residence. With years of disciplined savings and compounding growth, the TSP balance can easily…
Have you noticed how financial advice for military retirees often speaks to the masses, leaving little room to address your unique goals and aspirations? Transition briefings typically present plans like the Survivor Benefit Plan (SBP), Thrift Savings Plan (TSP), and…
Did you know many military retirees face higher taxes after leaving service due to increased income? Navigating taxes can be challenging, especially when balancing a military pension, a second career, and limited savings options, but it also presents an opportunity…
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