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Financial Planning

 

Managing your finances ensures that you can meet your financial obligations and needs now and in the future. Find information on community services and financial planning resources for you and your family. 

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  Programs & Services
Currently showing 4 local programs & services.
Enter a City, County or Zip code and filter the results by location.
    LOCAL

    Veteran Compensation and Pension Benefits

    Programs administered by the U.S. Department of Veterans Affairs that provide monthly payments to veterans who are disabled and were discharged under other than dishonorable conditions, their dependent children, surviving spouses and parents. Included are compensation benefits for veterans with service-connected disabilities; and pension benefits for veterans with limited incomes who are age 65 or older or are permanently and totally disabled as a result of a condition not related to military service. Veterans who are more seriously disabled may qualify for Aid and Attendance or Housebound benefits which are paid in addition to the basic compensation or pension rate. A veteran cannot receive both Aid and Attendance and Housebound benefits at the same time.

    Financial Planning

    Programs that involve counseling from a financial planner to invest your assets and/or plan for the future financially.

    Statewide and Nationwide

    Financial Planning

    Programs that involve counseling from a financial planner to invest your assets and/or plan for the future financially.

    Veteran Compensation and Pension Benefits

    Programs administered by the U.S. Department of Veterans Affairs that provide monthly payments to veterans who are disabled and were discharged under other than dishonorable conditions, their dependent children, surviving spouses and parents. Included are compensation benefits for veterans with service-connected disabilities; and pension benefits for veterans with limited incomes who are age 65 or older or are permanently and totally disabled as a result of a condition not related to military service. Veterans who are more seriously disabled may qualify for Aid and Attendance or Housebound benefits which are paid in addition to the basic compensation or pension rate. A veteran cannot receive both Aid and Attendance and Housebound benefits at the same time.

  Articles
  Books & Guides

  • The Financial Field Manual - A Personal Finance Guide for Military Families

    Members of the military face financial challenges most people don’t experience. They have to move frequently—sometimes on short notice—and may have to deploy to combat zones for months or years. But they also have access to valuable benefits and investing options not available to the general public, including special tax breaks, low-cost investments, legal protections, educational opportunities, insurance programs and other resources.

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