Log InFinancial Planning and Education
December 2019
Creating a Spending Plan
Financing a College Education. …
Financial Planning and Assistance for Families with Special Needs
Article | September 2021
When you have a family member with special needs, financial planning is vital. Be prepared to take good care of your family member by tackling the money issues today.
Legal and Long-Term Financial Planning (Part 1)
Podcast | May 2022
Preparing financially and legally for a family member with special needs who may require long-term care or other considerations is critical. Learn about wills, special needs trusts and much more.
Legal and Long-Term Financial Planning (Part 2)
Podcast | May 2022
Part 2 of Legal and Long-Term Financial Planning covers guardianship, conservatorship, long-term planning and introduces resources/ information for managing and improving financial and legal health.
How to Create a Financial Plan for Every Phase of Life
Article | January 2022
A financial plan evaluates your current financial state, sets goals for your future and makes a concrete plan for financial freedom.
Military Families, Plan Now to Reach Your Financial Goals
Article | April 2020
You have a unique vision of what you want the future to look like. Maybe you want to buy a home, send your children to college or you’re looking toward retirement. When it comes to planning for your “some-day” expenses, they become a lot more attainable if you start planning and saving early.
Helping Youth Plan for a Positive Financial Future Fact Sheet
Product | August 2016
Understanding the Probate Process, Survivor Benefits and Resources for Financial Planning
Article | November 2020
While no actions can erase the pain you feel after losing a family member or loved one, getting your financial and legal affairs in order can be a small step in the right direction and can provide some peace of mind during this difficult time.
Taxes — Resources
Resources | February 2022
As a service member or eligible family member, you can take advantage of several resources and services that can make tax time easier. Tap into 100% free tax and financial counseling, secure online preparation and free tax filing, and information. …
Personal Financial Management Counseling Options
Article | May 2020
The Department of Defense offers a number of financial counseling options for you and your family to help plan and control your financial future.
Financial Counseling – The Essentials
Essentials | March 2019
You don’t need to tackle issues like mounting debt or saving for college or retirement alone; Military OneSource financial counselors are available in-person, over the phone and video. Financial counseling gives you an opportunity to talk to a trained professional – one who is familiar with the issues that affect service members – about your questions and receive referrals to services and programs that meet your specific needs. Rest assured, Military OneSource financial counselors will not push products or plans on you.
Financial Services to Keep You Financially Fit
September 2020
National Guard members and their families face many of the same challenges as active-duty military families. Your Guard status does, however, mean that you face some unique issues, like connecting with the resources you need when you don’t live near an installation and transitioning back to your civilian job.
Are You Financially Fit? How to Make Financial Wellness Happen
Article | January 2022
They say money can’t buy happiness, but a financially-healthy future can buy peace of mind. Plus, financial security at home allows service members to be more focused and mission-ready.
Smart Financial Management Starts With Smart Choices: Making Ends Meet
Article | January 2020
Learn how certain milestones in your life can have financial benefits and consequences.
How to Control Your Debt When You’re in the Military
Article | July 2021
Take control of your finances by gaining a better understanding of your debt and how to work toward paying off what you owe. Create a plan now and commit to your financial freedom.
Financial Counseling Services for a Secure Future
Article | May 2020
Financial security at home helps you be more focused and mission ready. To help you be your best both financially and professionally, Military OneSource offers free financial counseling to service members and their families on issues such as budgeting, money management and debt reduction.
Save for College With a 529 Plan
Article | April 2020
You’ve got the discipline to start saving early for your children’s education. The popular 529 plans are flexible, offer tax savings and are available in every state to start planning for college.
Savings Plans, Student Loans and Scholarships for Military Teens
Article | April 2020
With the many available scholarships, grants and other options for financial aid, paying for college doesn’t have to be intimidating.
Manage Your Money With a Spending Plan
Article | December 2019
Did you realize that if you have trouble managing your finances, your unit readiness will be affected? It's true. Money problems affect not only your life, they also affect the lives of those in your unit. How? If you have financial problems, your job performance and your personal life will suffer and you could lose your security clearance. All of these factors directly affect unit readiness.
About the Financial Management Awareness Program
Article | December 2019
Financial services, as referred to in the law, are defined as life insurance, casualty insurance and other insurance; investments in securities or financial instruments; banking, credit, loans, deferred payment plans, and mortgages.
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