Mutually Speaking

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Four Tax Tips for Military Members

March 12, 2026

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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Six Common Retirement Planning Mistakes

August 28, 2025

Having a fun, relaxing, and comfortable standard of living in retirement is one of the...

Retirement: Focus on Social Security

August 15, 2025

One big question about Social Security is “When should you start taking Social Security...

Thrift Savings Plan Options When Leaving the Military

August 6, 2025

Leaving the military brings up many questions, including what to do with your Thrift...

Retirement Made Easy: Risk Management Strategies

June 30, 2025

When it comes to saving for retirement, experts recommend saving between 70 and 85% of...

Retirement Basics

June 9, 2025

Experts suggest that every person needs between 70% and 85% of their pre-retirement...

Advantages to Long-Term Care Planning

April 28, 2025

Situations requiring long-term care will most likely affect many of us in our lifetimes....