New tariffs announced by President Trump took effect this week. While there’s ongoing debate about their long-term economic impact, many economists agree that in the short term, Americans will likely …
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Author: Steve Georgoulakis, CFP®
Transitioning from TRICARE to Civilian Care
Tackling life after the military comes with its challenges, and one of the biggest decisions separating Service members face is figuring out health insurance. Whether you’re heading into a new …
Tips for Preparing Legal Documents
Never skip leg day. And don’t skip estate planning either. This week’s workout: Prepare Your Legal Documents Your estate plan is like a workout program, one that supports all the …
How to Save and Invest for the Future
Investing for retirement is a marathon so take it one mile at a time. This week’s workout: Save and Invest for the Future The road to retirement is paved with …
Are You Ready for Tax Bracket Madness?
Basketball and Taxes Here’s a random thought, unless you’re a pro basketball player, you’ll probably never think of basketball and taxes together. But in a strange way, the two …
Protect Your Life, Loved Ones, and Possessions
Fight money mayhem with confidence! Insurance is excellent financial defense. This week’s workout: Protect Your Life, Loved Ones, and Possessions Financial empowerment is about more than going on the offensive …
Thinking About Crypto?
As a Certified Financial Planner® professional, I’ll admit—I was very skeptical of cryptocurrency as a legitimate investable asset. And who can blame me? When I first wrote this blog a …
Use Debt Responsibly
Stay strong with your New Year’s resolutions! Learn how to flex on your debt. This week’s workout: Use Debt Responsibly Find financial balance and strength by using debt wisely. Like …
Save for Emergencies
Does your wallet need a spot? An emergency fund is the key to getting through tough times. This week’s workout: Save for Emergencies Be ready when things go sideways. From …
Spend Less Than You Earn
New year, new you! Cut “empty calories” from your budget. This week’s workout: Spend Less Than You Earn Count calories in your budget, by tallying dollars coming in and going …
Have a Financial Game Plan
Happy New Year! It’s time for healthier finances… and a wealthier you. This week’s workout: Have a Financial Game Plan Start your financial training regimen with an honest assessment of …
The USAA Educational Foundation Wins Three Telly Awards®!
We are thrilled to announce that the USAA Educational Foundation (USAAEF) has won three prestigious Telly Awards for our educational video series, Home Buying HQ. This recognition highlights our commitment …