Military Life Planning

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Military Life Planning

Military Life Planning is a resource about optimizing your military pay, benefits, taxes, budgeting,

03/08/2022

Serving in the US military is considered qualifying employment for the federal government’s Public Service Loan Forgiveness program. In addition to the regular PSLF program, there is a special program happening right now through October 2022. Don’t miss out on potential PSLF because you don’t know the new rules and the temporary rules!

Military service can count for the Public Service Loan Forgiveness Program - and special rules make even more people eligible right now.

21/10/2021

My inaugural column on The Military Wallet! Funding for is one of my favorite topics in financial planning, especially with the community as there are lots of different tools like the , , tax credits, federal direct student loans (be very careful of PLUS loans) and of course 529 plans.

Families that start saving early for their children's education can let compound interest grow your savings in a powerful way and the 529 is one of the best places to start!

Daniel Kopp, CFP ®, is a fee-only, fiduciary financial planner and founder of Wise Stewardship Financial Planning, which helps military service members, widows and widowers organize their financial lives by aligning their money with their deeply-held values. Kopp is also an Air Force veteran with n...

10/08/2021

Here's to hoping this is a non-event for everyone, but best to be prepared just in case.

The federal budget process is complicated and confusing. And it could impact your paycheck. Learn how it works to be prepared for any situation...

23/06/2021

Important reminder for academy grads from the class of 2021!! Spread the word!

Information on the U.S. Department of Defense Blended Retirement System.

21/05/2021

Great info about the important SBP decision!

Military Retirement and the Big SBP Decision This article was jointly written by Adrienne Ross, CFP ®, AFC ®, and Pam Bergeson, CRPC As you’re working your way through your pre-retirement checklist, you may have discovered a couple of decisions that you need to make before you out process one la...

21/01/2021

Too true 🤣

Military spouses feeling the bern ahead of every PCS season.

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