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Top Posts & Pages
- Terminal Leave: Take it or Sell it Back?
- Military Pension Tax Rates By State
- Term Life Insurance Vs. Survivor Benefit Plan (SBP)—A Side By Side Comparison
- Roth Conversions: Why Timing Is Important (Part Two)
- Why You Should Strongly Consider Not Participating in the Survivor Benefit Plan
- 3 Tax Considerations When Selling Your Rental Property In The Military
- Take The 30 Day Financial Transition Challenge!
- What Will My Military Pension Look Like After Retirement?
- SGLI After The Military: What Happens?
- Transitional Compensation for Abused Dependents
Category Archives: Estate Planning
Everyone planning a military retirement has a very important decision: “Should I take the Survivor Benefit Plan or not?” As I’ve said previously, this is a very personal decision, and should not be taken lightly. While the best decision might … Continue reading
Welcome to Day Twenty-One of the “30 Day Financial Transition Challenge.” Today’s article focuses on long term care. Bottom Line Up Front (BLUF) Most servicemembers probably do not need to worry about long term care when they exit the military. … Continue reading
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
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
Recently, Forrest and I discussed updating our will as we look towards our transition. Basically, it’s a matter of making the time to go to the Legal Office at MacDill to actually do it. It’s the same old story:
This blog post has one purpose: to point you to every website with the Survivor Benefit Plan resources. It might be very long, with a lot of links, but I will do my best to organize this content in a … Continue reading
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
You might wonder why I wrote an article that seemed to advocate SBP, then followed it up with an article that seemed like SBP-bashing. I did so for two reasons. First, both articles seek to provoke critical thinking…I think I soundly met that objective. Second, putting those two articles side by side shows my true focus…when you’re looking at your decision to retire from the military, you need to make sure you address SBP properly. After all, if you make the wrong decision, you’re stuck with it. With that said, I got hit up on both sides of the debate. Continue reading
My first book, Military In Transition’s Guide to the Survivor Benefit Plan, is available for pre-order on and will be available for download on June 30. If you’d like to learn more, please send me an email or join Military … Continue reading
This article was published a couple of months ago online, but I’ve made some changes specifically to point out how estate planning should matter to you throughout your military career. I was recently at a financial planning conference, when I … Continue reading