Proper planning for the future in the event of a death is an important aspect of financial readiness for military families. Learn how service providers can support service members and their families in the following estate planning areas: Probate and probate avoidance Advantages and limitations of wills and trusts Estate taxes Blended family challenges Life insurance beneficiaries Transfer on death […]

Working with military-connected families is a rewarding experience; but learning, understanding, and staying up to date on all of their benefits can be overwhelming! Join us on Tuesday, July 12th at 11:30 am eastern for a great discussion and Q&A session as hosts Shay Cook (FINRA Foundation), Heather Baker (AFCPE), and Andia Dinesen (AMBA) debunk myths around Survivor Benefit Plan […]

Homeownership has long been accepted as a core component of the American dream, as it provides many benefits for U.S. households. For example, homeownership can provide stability for families and anchor them in their communities. It can also be a tool for wealth creation and for building a legacy of generational wealth—especially in communities of color. However, despite most Americans […]