The U.S. Department of the Treasury recently announced it will stop issuing most paper checks for any federal benefits beginning September 30, 2025. This change is intended to help reduce …
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Author: Steve Georgoulakis, CFP®
The USAA Educational Foundation Wins Telly Award® for Third Straight Year
The USAA Educational Foundation is proud to announce that it won a Telly Award® for the third consecutive year! This year, our Home Buying HQ program earned a Bronze Telly …
4 Military Money Moves for a Government Shutdown
“Government shutdown.” For military families, those two words aren’t just part of the news cycle or debates on Capitol Hill. They represent delayed paychecks, sleepless nights, and the uncertainty of …
The Tariffs Are Here: 5 Money Moves for Military Families
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 …
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 …