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  1. It’s the Most Wonderful Time of the Year…

    Now that Thanksgiving is behind us, you can start thinking about the upcoming season…Tax Season that is.  I know, I know this is REALLY the Holiday Season, but you can also do a few things to reduce your taxes this year if you take the time now.  Here are 3...
  2. SGLI Is NOT Your Only “Life Insurance”

    If you are on active duty, there is no doubt you are aware of your benefits under the Servicemembers Group Life Insurance (SGLI) program.  SGLI is a great insurance product and an excellent benefit available to all servicemembers that pay for it.  But, the government also provides insurance protection for those...
  3. 15 Minutes Could Save You…

    Turn on the TV for just a few minutes and someone will confidently tell you that they can “Save You a Bunch” on your Auto Insurance.  And, while that may be true, you can also save yourself “a Bunch” on your Auto Insurance.  There are four things you can do...
  4. Doing Some Last Minute Shopping? Don’t Buy a Tax Bill

    As the year comes to a close, there are a lot of different reasons why you might be considering investing in (buying) a mutual fund. Perhaps you got that Christmas Bonus…o.k. I know you’re on Active Duty and Uncle Sam hasn’t found it in his heart to give Christmas bonuses yet,...
  5. Blocking and Tackling: The Key to Your Financial Future

    If you’ve spent much time watching football at some point you’ve heard the following from a football coach…”We need to concentrate on Blocking and Tackling and then the wins will come.” What does the coach mean by that? Well, I’m not an expert on football but I’m pretty sure the...
  6. Military Tax Break: Sale of Primary Residence

    Let’s face it. If you are in the military and have purchased a house, often times the real estate market and your PCS orders don’t always agree with each other. Sometimes you’re forced to move when it just doesn’t make sense to sell. Many of you (and myself in the...
  7. There Are Really Only Four Ways to Cut Your Taxes

    That is right. I said it. There are really only four ways to cut your taxes. When you look at all the things out there, they break down into four different areas. So, let’s take a look at each area and the pluses and minuses. Spend a Dollar to Cut...
  8. You Might Need an Umbrella Even if it Isn’t Raining

    In my dealings with military members, I’ve found that most of them do a pretty good job protecting against the big risks in life. They usually have adequate life insurance (when combined with SGLI and SBP), health insurance through TRICARE and protection for their personal belongings (auto, home or renters...