Monthly Archives: September 2016

30 Day Financial Transition Challenge Day 20: Estate Planning

Welcome to Day Twenty of the “30 Day Financial Transition Challenge.”  Today’s article focuses on your estate planning needs. Bottom Line Up Front (BLUF)  Today, we’re going to take a look at your estate planning needs to make sure you’ve … Continue reading

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30 Day Financial Transition Challenge Day 19: VA Disability

Welcome to Day Nineteen of the “30 Day Financial Transition Challenge.”  Today’s article focuses on VA disability. Bottom Line Up Front (BLUF) As part of military service, the Department of Veteran’s Affairs (VA) offers service-related benefits, many of which depend … Continue reading

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30 Day Financial Transition Challenge Day 18: Investment Management

Welcome to Day Eighteen of the “30 Day Financial Transition Challenge.”  Today’s article focuses on investment management, by building upon the information you compiled in Day 11 (Retirement Accounts) and Day 13 (After Tax Accounts). Bottom Line Up Front (BLUF) … Continue reading

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30 Day Financial Transition Challenge Day 17: Post-Military Life Insurance

Welcome to Day Seventeen of the “30 Day Financial Transition Challenge.”  Today’s article focuses on your post-military life insurance needs. Bottom Line Up Front (BLUF) As you exit the military, you need to look at your post-military income, and how … Continue reading

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30 Day Financial Transition Challenge Day 16: Survivor Benefit Plan

Welcome to Day Sixteen of the 30-Day Financial Transition Challenge.  The next two articles will focus on income protection, both in the form of the Survivor Benefit Plan (for retirees), and life insurance.  Today’s article focuses on the Survivor Benefit … Continue reading

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30 Day Financial Transition Challenge Day 15: College Planning

Welcome to Day Fifteen of the 30 Day Financial Transition Challenge.  Today’s article focuses on college planning. Bottom Line Up Front (BLUF) For most people, college planning will be for their children.  However, this could also include your own college … Continue reading

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30 Day Financial Transition Challenge Day 14: Tax Planning & Amended Returns

Welcome to Day Fourteen of the 30-Day Financial Transition Challenge. “Today’s article focuses on your tax situation.  Specifically, we’re going to look at tax planning opportunities and whether you might need to file an amended tax return. Bottom Line Up … Continue reading

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30 Day Financial Transition Challenge Day 13: After-Tax Investments

Welcome to Day Thirteen of the 30 Day Financial Transition Challenge.  Today’s article focuses on your after-tax investments, and the accounts where they’re located. Bottom Line Up Front (BLUF)  Fully understanding your investment philosophy is only possible when you have … Continue reading

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30 Day Financial Transition Challenge Day 12: Post Military Health Care

Welcome to Day Twelve of the 30 Day Financial Transition Challenge.  Today’s article focuses on post-military health care. Bottom Line Up Front (BLUF) Whether you are eligible for TRICARE or have your own post-military health care, you’ll need to take … Continue reading

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30 Day Financial Transition Challenge Day 11: Retirement Accounts

Welcome to Day Eleven of the 30 Day Financial Transition Challenge.  Today’s article focuses on your retirement accounts. Bottom Line Up Front (BLUF)  Most military members and their families invest significantly in the Thrift Savings Plan, as well as individual … Continue reading

Posted in 30 Day Financial Transition, Retirement Planning | 5 Comments