PCS & Moving Money
What your financial planner may ask before a PCS
Organize the income, housing, and timing details a planner typically wants to see before a move.
5 min read
Related pros: Financial Planner
- Active Duty
- PCS
Resource Center
Military money, organized by topic
Start from a life event, then move into a useful next step: build your household brief, answer fit questions, or find a professional.
Resources are for general educational purposes and may not apply to your specific situation.
Taxes & Multi-State Filing
What your CPA may need for multi-state military tax filing
A starting list of the residency, MSRRA, and W-2 details a CPA may want before tax season.
6 min read
Related pros: CPA, Tax Planner
- Active Duty
- Reserve & Guard
- Tax
Choosing a Financial Professional
Questions to ask before hiring a military-friendly financial planner
A short list of fit, fee, and fiduciary questions to ask before signing an engagement.
4 min read
Related pros: Financial Planner
- Active Duty
- Reserve & Guard
- Retired / Veteran
Rental Property & Side Business
When a bookkeeper may help with rental property records
Signs your rental records have outgrown a spreadsheet and an organized bookkeeper may help.
4 min read
Related pros: Bookkeeper, CPA
- Rental Property
Estate Planning
Estate planning documents to discuss before deployment
Common documents military families review with an attorney before a deployment window.
5 min read
Related pros: Trust & Estate Attorney
- Deployment
- Estate Planning
- Active Duty
TSP & Retirement
How to prepare your household brief before retirement transition
What to gather in your household brief before a transition appointment.
6 min read
Related pros: Financial Planner, CPA
- Retirement
- Retired / Veteran
Surviving Spouse Planning
What surviving spouses may want to organize before meeting a professional
A gentle starting list of paperwork, accounts, and benefits to gather first.
5 min read
Related pros: Financial Planner, Trust & Estate Attorney
- Surviving Spouse
Rental Property & Side Business
How to organize side-business income before tax season
Lightweight categories to track income, mileage, and expenses for a side business.
5 min read
Related pros: Bookkeeper, CPA
- Side Business
- Tax
TSP & Retirement
What to gather before discussing TSP, pension, or SBP
A short list of statements and beneficiary details to bring to a retirement conversation.
5 min read
Related pros: Financial Planner
- Retirement
- Retired / Veteran
- Active Duty
Choosing a Financial Professional
How to compare fee models before choosing a professional
Plain-language overview of fee-only, flat fee, hourly, AUM, and commission compensation.
4 min read
Related pros: Financial Planner, CPA
- Active Duty
- Reserve & Guard
- Retired / Veteran