Mutually Speaking
Four Tax Tips for Military Members
Taxes are confusing, and when your career involves several relocations, income earned in multiple states (and countries), and a variety of benefits that come from different sources, they can become even more complex. The good news is that serving in the military comes with a number of tax advantages. Once you know about them, preparing…
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Understanding the GI Bill
The GI Bill was first signed into law by President Franklin D. Roosevelt in 1944 to...
The Survivor Benefit Plan and a Disabled Child Beneficiary
The Survivor Benefit Plan (SBP) provides a monthly income annuity to named beneficiaries...
Do Veterans’ Benefits and Military Retirement Pay Count as Income?
Tax season has people all over the country reviewing their finances and organizing their...
Converting Term to Permanent Insurance
Term and permanent life insurance can play different roles in your insurance strategy....
Life Insurance and Taxes
Nothing is certain except death and taxes – except when it comes to life insurance. In...
Life Insurance for Newlyweds
If you and your partner have just gotten married, or are planning a wedding,...