Subscribe via Email
Get the Survivor Benefit Plan Guide!
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
- What Will My Military Pension Look Like After Retirement?
- Take The 30 Day Financial Transition Challenge!
- The Difference Between a Financial Plan & Financial Planning
- SGLI After The Military: What Happens?
Category Archives: Insurance
Let me preface this by saying that since I joined the Navy, I’ve been in five auto accidents. No injuries have ever occurred, and the police have never issued me a citation in any of these accidents. With that said, … Continue reading
In the military, we’re used to thinking of life insurance as $400,000 in SGLI, whether we need it or not. However, that’s a ‘one size fits all’ type solution, which isn’t the right answer for most situations. If we think … Continue reading
A common question that I’ve heard is, “What happens to my SGLI when I retire from the military?”
This is a very important question, and one that you should address when you’re looking to either retire or separate. Either way, there may be times where you decide 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