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 …
Author: Katie Casey-Macias, CFP®
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 …
Everyone Needs an Emergency Fund
Murphy’s Law – Anything that can go wrong will go wrong. I’m the spouse of a retired Service member, and while I miss many things about military life, I don’t …
“Ugh” to “Oh yeah!” — Taking Advantage of Deployments!
Over the course of a 30-year military career, I’ve deployed on multiple occasions. My time in uniform, coupled with more than 20 years as a financial planner, has provided several …
Went to Bed Carefree, Woke Up a Caregiver
Life is uncertain. Life is unpredictable. We’ve heard this many times but most of us never really understand the true meaning until something happens to change the course of our …
Take Charge of Your Credit Score
Not long after I finished college, I bought my first car. I applied for a loan and was surprised by the high interest rate, making it difficult to afford. The …





