MilLife Milestones

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Military life is a journey and, at times, challenging. But we're here to help! MilLife Milestones offers financial checklists, information and resources for the big moments in your military life to help you make smart money moves.

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New Spouse

Money management is critically important for newly married couples. It is important to remember that communication is key.

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New Child

Welcoming a new child into your family is very exciting, but it also brings many changes, big and small. Click to learn more!

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Promotion

Congratulations on your spouse’s promotion! With your love and support, his or her hard work and dedication have paid off. Take the next step.

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TSP Vesting

The Thrift Savings Plan (TSP) is one aspect of your service member’s retirement plan that can help your family save in a tax-advantaged way.

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Pre-Deployment

Deployment is a challenge when it comes to your financial planning. However, it may help strengthen your family's finances.

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Post-Deployment

We've compiled a list of resources to educate you about the financial implications of post-deployment to help you achieve your goals.

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PCS

We're here to help you navigate all the financial implications of your next Permanent Change of Station (PCS) move.

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Continuation Pay

Continuation Pay (CP) is part of the military’s recent shift to the Blended Retirement System (BRS). Learn More!

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Military Transition

Leaving military life can be exciting and challenging. Here’s what you need to know for a successful transition.

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Spouse Employment

Use these resources to plan for job success, whether you work for someone else or are self-employed.

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Divorce

Divorce can be a difficult process, but these resources can help you learn, grow and emerge feeling stronger.

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Military Retirement

Is your spouse retiring from military service? Learn more about the transition to civilian life by clicking here.

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Recent Blogs

Carve Out Time for Financial Planning

September 29, 2023

October is known for pumpkin spice lattes, changing leaves and sweater weather. It’s also Financial Planning Month — a perfect opportunity to take a holistic look at your money matters. So, before you start carving pumpkins this month, carve out time in your schedule to review your finances. Here’s a checklist to help you get…

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A Recipe to Protect Your Holiday Budget

September 1, 2023

You wouldn’t prepare your holiday meals without your favorite recipes, so start this season with a savings plan. Think of it as your very own recipe for financial success. It may seem early to be talking about the holidays, but as a mother and a CERTIFIED FINANCIAL PLANNER™ professional, the best tip I can offer…

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Bonding, Shopping and Saving With Your MilKids

August 1, 2023

If you’re like me, I had thoughts of chilling my favorite beverage in preparation for the first day of school when my girls were younger. 😉 I was also thinking about all the money I’d have to spend getting my kiddos ready. Back-to-school shopping is so much more than buying pencils, notebooks and rulers. It’s…

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Empowering Military Spouses to Defend Against Job Scams

June 30, 2023

Few things are more annoying than that “potential spam” call that pops up on your phone or when you answer a call to hear a recorded voice trying to get information from you. We’ve learned to adapt by ignoring the calls or hanging up. But when job hunting, you’re often eager to answer all calls…

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Preparing for a Personally Procured Move Across the Country

June 1, 2023

By: Robyn Mroszczyk I love PCS season! After 10 moves in the last 19 years, I still thrive on turning my type-A, task-driven mind into a weapon of mass organization. Last spring, my dear husband came with orders for a cross-country move. Due to the logistics of having to coordinate multiple travel plans over five…

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How to Minimize the Cost of Travel Surprises

May 26, 2023

For me, the goal of a vacation is to fully unplug and recharge. So when my husband and I experienced travel issues during our recent vacation, it was stressful and led to unexpected expenses, which led to even more stress! The irony is that we spent a year planning and saving up for this big…

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Honoring Our MilSpouses

May 1, 2023

As a military spouse, you may not wear a uniform, but you strengthen our nation and our military every single day. You do so by serving as a rock for your family, your service member, our military and our country. You build community and hold us together. In my time as a military spouse, I…

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Life Lessons: Teaching Your MilKids About Money

March 30, 2023

What better way is there to celebrate the Month of the Military Child than by giving your kids the tools they need to secure their financial future? This month, I’m passing on some great resources and tips that I use with my own kids that can aid you in teaching your children about money, even…

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