Military Finances 101: 8 Step Summer Financial Checkup
Summertime is PCS time. It is also a good time to check up on your finances. Take these 8 steps to make sure everything is in order.
Summertime is PCS time. It is also a good time to check up on your finances. Take these 8 steps to make sure everything is in order.
Whether they should pay off a mortgage off early is a question many active and retired military officers wrestle with. Like any other complex financial decision, there are many considerations. Here are 5 to review.
There's more to buying your first home than paint swatches and mortgage signings. These must-read books provide all the important information military members need to know, and the questions you should ask throughout the home-buying process.
Military officers that stay in until retirement are lucky. They'll probably get to retire a second time. To fully enjoy your ultimate retirement, simplify. You'll have more time and less frustration.
Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways military officers can reduce your tax bill to a more manageable size.
Military Officers certainly have the intelligence to manage their own finances. They may have the time and discipline needed. But delegating to a professional might be a good idea too. Here are five reasons you might want to.
Disclaimer
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by C.L. Sheldon & Company, LLC ), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from C.L. Sheldon & Company, LLC . To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. C.L. Sheldon & Company, LLC is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the C.L. Sheldon & Company, LLC ’s current written disclosure statement discussing our advisory services and fees is available for review upon request. DISCLAIMER OF TAX ADVICE: Any discussion contained herein cannot be considered to be tax advice. Actual tax advice would require a detailed and careful analysis of the facts and applicable law, which we expect would be time consuming and costly. We have not made and have not been asked to make that type of analysis in connection with any advice given in this blog post. As a result, we are required to advise you that any Federal tax advice rendered in this blog is not intended or written to be used and cannot be used for the purpose of avoiding penalties that may be imposed by the IRS. In the event you would like us to perform the type of analysis that is necessary for us to provide an opinion, that does not require the above disclaimer, as always, please feel free to contact us.