Veteran’s Day: Financial Security for those Who Serve

Veteran’s Day is a time to recognize the dedication and sacrifice of those whose service has strengthened our country. Today, we extend special gratitude to veterans and military families .

We believe honoring veterans also means sharing the financial programs, benefits, and protections designed to support you and your families.

Financial Benefits Available to Veterans

Many veterans are eligible for valuable financial resources but these benefits can sometimes be underutilized or misunderstood. Some of the most impactful include:

  • VA Home Loan Program
    Offers competitive interest rates, no private mortgage insurance (PMI), and in many cases no down payment requirement.

  • GI Bill® Education Benefits
    Can be used for college, vocational training, certifications, and in some cases transferred to eligible dependents.

  • Veterans’ Retirement & Disability Benefits
    Monthly compensation and retirement income that should be carefully coordinated with other savings and investment strategies.

  • Thrift Savings Plan (TSP)
    A powerful retirement savings tool for military members, similar to a 401(k), with low fees and employer matching for eligible participants.

  • Tax Considerations for Veterans
    Certain disability payments are tax-exempt, and additional state-level benefits may apply.

  • Private Employer Benefit Programs

    Inquire with your company if there are any resource groups or additional benefits offered to veterans.

Turning Military Service Into Long-Term Financial Stability

Transitioning from military to civilian life often brings new financial challenges, career changes, housing decisions, family planning, or retirement considerations. A personalized financial plan can help veterans:

  • Maximize earned benefits

  • Create predictable income in retirement

  • Protect their families with proper planning

  • Build wealth while managing risk

Additional Resources

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