Military Life


Life’s Financial Journeys

Heading Off to College
Getting Out on Your Own
Blending Two Lives
Having a Child
Emptying the Nest
Entering Retirement
Divorce
Death of a Life Partner
Military Life


Serving in the military can be one of the most challenging careers. It can also create financial, emotional, and physical obstacles.

Having access to quality resources to offer assistance with some of these challenges can help streamline the decision-making process and develop a path for financial success.

The following topics may help service members navigate multiple financial transitions throughout their career.

  1. Budgeting Finances. “How should I organize my budget, bill pay whether I am state side or deployed?”
  2. Reducing Debt. “How do I create a plan to reduce/minimize debt?”
  3. Finding Housing. “What options do I have and what is the best fit for my situation?”
  4. Protecting Against Risk. “What coverage do I need in the event I become ill, disabled, or die?”
  5. Managing Taxes. “What tax benefits are available to military service members?”
  6. Saving for Education. “What is the cost of higher education and how do I prepare for it?”
  7. Preparing for Retirement. “What does life look like after I am no longer in the military and how do I prepare for it?”
  8. Updating Your Estate Plan. “What happens if something happens to me?”
  9. Explore Your Benefits. “Do you know what all your current benefits are?”


Military Life Tasks

1. Budgeting finances
2. Reducing debt
3. Finding housing
4. Protecting against risk
5. Managing taxes
6. Saving for education
7. Preparing for retirement
8. Updating your estate plan
9. Explore Your Benefits

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