Monthly Archives: May 2016

Five Estate Planning Changes When Transitioning From The Military

As you face your transition, you’re going to encounter any number of obstacles.  Depending on your circumstances, these obstacles can be relatively simple (such as taking off your uniform, sliding into a GS job with very little impact to your … Continue reading

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Five Fundamentals of Fiscal Fitness #2: Maintain Enough Liquidity

Fundamental #2:  Maintain Enough Liquidity This article, “Maintain Enough Liquidity,” is the second in a five-article series that discusses the Five Fundamentals of Fiscal Fitness, designed as a basic starting point to help you take control of your finances.  If … Continue reading

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Back to Basics – Defined Benefit vs. Defined Contribution Pension

Introduction As the military transitions into a new pension system, it’s important to take a step back and look at the concept behind this move.  This article will not go into specific details on the new vs. old plan, but … Continue reading

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Five Fundamentals of Fiscal Fitness #1: Pay Yourself First

Fundamental #1: Pay Yourself First This article, “Pay Yourself First,” is the first in a five-article series that discusses the Five Fundamentals of Fiscal Fitness, designed as a basic starting point to help you take control of your finances.  If … Continue reading

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Back to Basics – Active Versus Passive Investing

Investing Performance. Most active investors underperform against the index they’re competing against. For example, the 2014 SPIVA (which is basically the Standard & Poor’s scorecard that shows how well actively managed funds perform against various indices) showed that 86.44% of active large-cap mutual fund managers failed to match the S and P 500’s performance over a 1 year period. Continue reading

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5 Military Personal Finance Blogs You Should Follow

This post is for those of you who want to follow military-specific personal finance blogs, but don’t want to get overwhelmed by everything that’s out there.  If you don’t know where to go beyond this blog, I would suggest checking … Continue reading

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Buying a Home During Your Military Transition-What if Becomes a Rental Property?

Introduction This article was written as a response to an issue that had been discussed on the Military in Transition Facebook Group Page.  Specifically, the issue has to do with the challenges service members face when trying to obtain a … Continue reading

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Retirement Journal (1 Year and Counting)

So, today is Monday, May 2.  As of yesterday, I officially have one year until my planned retirement ceremony.  With that said, I wanted to update you on two significant events since my last retirement journal entry. So, I went … Continue reading

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