Sunscreen or school supplies? Probably both! While summer vacation is in full swing, savvy parents know that back-to-school season is right around the corner. And a little planning now means …
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Author: Katie Casey-Macias, CFP®
AI Scams Are Here – Are You Prepared?
This July, as we recognize Military Consumer Month, it’s crucial to talk about a growing danger – AI-powered scams. Scammers are getting smarter, using artificial intelligence to create scams that …
Military Move This Summer? Top Tips for Your PCS
The summer PCS season is underway! If this is your first military move, (or even if it’s your fifth) picking up and transitioning your life from one location to another …
3 Financial Steps as You March Off to Boot Camp
Congratulations on taking the first step toward a rewarding career in the military! As you prepare for boot camp, it’s important to get your finances in order. Here are three …
When the Job You Need Doesn’t Fit the Life You Live
As a military or veteran caregiver, you face daily challenges, like maintaining meaningful employment, that often go unseen by others. Personal and professional goals don’t stop when caregiving starts, but …
Paws and Boots: MilLife and Pets
Pets are an important part of life for many of us, including military families. Whether your pet has fur, feathers, or fins, they provide companionship and fun. However, the benefits …
How Military Service Can Impact Your Credit (And How to Own It)
A good friend of mine was ready to buy his first car after joining the military. He did his research, found the perfect car, and was excited to call it …
Dependent Care Costs? DCFSA May Help!
Balancing family life with military life is a major task, often requiring support from dependent care providers. If you’re covering the cost of care for your loved ones, you already …
Money on Your Mind?
It may be true that “money can’t buy happiness,” but how you manage money can impact your mental health. In the wake of Suicide Prevention Month, I want to shed …
Hosting for the Holidays…without Going Broke
The holiday season can be a magical time of year filled with warmth, laughter, and, of course, holiday gatherings. If you’re a brave soul hosting this year, those holiday meals …
All He Got Was a Quote! The Importance of Life Insurance
As a financial advisor of 30 years, I’ve spent a lifetime talking to military and civilian families about financial planning, investments, and securing their future. Most days ended with a …
Mind Your Money
Like all of us, I’ve experienced financial challenges over the years. Even being a financial planner doesn’t make you immune to money problems. I know from first-hand experience that managing …











