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…
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…
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…
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…
SBP vs. VGLI: What You Need to Know Before Making a Decision When you first joined the military, life insurance probably wasn’t a pressing concern. Like most service members, you likely signed up for Servicemembers’ Group Life Insurance (SGLI) with…
For many O5 retirees, enrolling in the Survivor Benefit Plan (SBP) can be daunting. While it offers government-sponsored security and peace of mind, the high cost and limited flexibility often lead retirees to question whether it’s the best option. Fortunately,…
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 your total military compensation is more than just knowing your monthly paycheck. It’s about understanding the full value of your service, including allowances, benefits, and special pay, and how these contribute to your overall financial picture. Tools like the…
Did you know that over 80% of military retirees commit between $75K to $300K (depending on rank) to the Survivor Benefit Plan (SBP) without fully understanding its limitations? Many believe it’s the best—or only—option to protect their families after retirement….
Career military families face many complex financial decisions, especially when nearing retirement. The Survivor Benefit Plan (SBP) is a critical yet often overlooked choice. Despite its importance, SBP discussions frequently lack clarity, leaving military families unsure whether this option aligns…
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