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  1. 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,...
  2. A Guide to Easy Budgeting for Military Personnel

    Many people are under the misconception that military personnel have it made, financially. However, they live paycheck to paycheck just like everyone else does. They have the same bills and expenses as civilians, plus some. Low ranking military personnel have it the hardest because they aren’t paid as much as...
  3. How to Save at the Commissary

    Many people mistakenly believe that the commissary always has the lowest prices…while this isn’t always true it can offer savings.  Here are some things to know about shopping at the commissary to help you get the best deals: Surcharge While the commissary doesn’t charge tax, there is a surcharge added...
  4. 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...
  5. 8 Military Family Benefits You May Not Know About

    When your spouse joins the military, there are all kinds of new things to learn. One of them is what benefits your family and you are entitled to. Here are a few you can expect to hear about and use – whether your spouse has a four year enlistment or...