AAFMAA Wealth Management & Trust LLC

10/13/2026

Choosing a trustee is an important decision—but what does a trustee actually do? A trustee may be responsible for managing trust assets, carrying out the terms of the trust, overseeing distributions, maintaining records, and navigating ongoing administrative responsibilities. Understanding the scope of the role can help you make a more informed decision about who is best equipped to serve.

Read our latest blog to learn more:

Do you know what a trustee does? The military financial professionals from AAFMAA Wealth Management & Trust explain what you need to know | AWM&T

10/01/2026

October is Financial Planning Month—a good opportunity to think beyond the numbers and consider what you want your money to help make possible. Maybe it’s a comfortable retirement, greater financial flexibility, supporting the people you care about, or leaving a meaningful legacy. Whatever you’re building toward, a thoughtful financial plan can help connect the decisions you make today with the future you envision. What are you building toward?

09/29/2026

Trust planning isn’t only for the ultra-wealthy. For military families, frequent moves, multiple beneficiaries, property in different states, blended families, and other complexities can make thoughtful planning especially important.

Learn how a trust can help bring structure to the moving parts of your financial life and support the legacy you want to leave behind: https://aafmaatrust.com/blog/trust-planning-for-military-families-its-about-complexity-not-wealth

09/24/2026

Your transition from military service may feel far away, but financial preparation shouldn’t wait until your DD214 is already in hand. The decisions you make throughout your military career can help create more options and confidence when it’s time for your next chapter. In this conversation from SOF Week, our team discusses why it pays to start planning early.

09/17/2026

Your military pension is one of your most valuable retirement benefits. The decisions you make throughout your career—and as retirement approaches—can influence your long-term financial security. Understanding your options can help you make informed choices and build a retirement strategy around the benefits you’ve earned. Explore strategies to help support the retirement you’ve earned:

The military financial professionals with AAFMAA Wealth Management & Trust LLC (AWM&T) can simplify the complexity of military pensions. Retire securely.

09/15/2026

What do you want your money to accomplish? Whether you’re building wealth, preparing for retirement, supporting your family, or creating a legacy, defining a purpose for your money can help guide the financial decisions you make today. In this conversation from SOF Week, our team discusses why it’s important to give your money a mission.

09/09/2026

Building meaningful wealth doesn’t happen overnight. With a long-term strategy, consistent habits, and thoughtful financial planning, you can take steps toward creating the retirement you envision. Our complimentary white paper, Become a Millionaire by 65, explores long-term strategies that can help you build retirement wealth over time. Download the complimentary white paper:https://aafmaatrust.com/hubfs/Become%20a%20Millionaire%20By%2065%20Whitepaper%202026.pdf

09/03/2026

Financial planning is about more than managing money—it’s about having a trusted partner who understands your goals, priorities, and the unique decisions that come with military life. In this conversation from SOF Week, our team discusses the value of having the right financial partner by your side as you plan for what’s ahead.

08/25/2026

Roth IRAs offer valuable tax advantages, but contribution rules aren't always straightforward. Contributing more than you're eligible for—or overlooking income limits—could result in unexpected tax consequences. In our latest blog, we explain what military families should know and how proactive planning can help you avoid costly mistakes. Read the full article below.

Do you understand Roth IRA contributions and tax implications? Free downloadable Roth IRA to guide your military family's next steps | AWM&T

08/19/2026

Your financial goals won't stay the same forever, and your investment strategy shouldn't either. In this Annual Meeting highlight, Kristin discusses why reviewing your investment strategy over time is an important part of long-term financial planning and how making thoughtful adjustments can help keep you aligned with your future goals.