Joshua Schnelle AAFMAA Wealth Management & Trust LLC

12/06/2026

Halfway through the year is a great time to revisit your financial goals. Review retirement contributions, emergency savings, debt progress, and long-term priorities. Small changes now can make a meaningful difference later.

12/06/2026

SOF Week brings together military leaders, innovators, and industry partners from across the globe to collaborate, share ideas, and support the future of special operations.

Our team had the opportunity to attend this year's event in Tampa, connect with members of the military community, and experience firsthand the technology, demonstrations, and discussions shaping tomorrow's mission environment.

We're honored to support those who serve and appreciate opportunities like SOF Week that allow us to stay connected to the communities at the center of our mission.

08/06/2026

Do military families really need a financial plan?

Many already have valuable benefits like a pension, TSP, and other resources—but having those pieces in place doesn’t always mean they’re working together. A strong financial plan can help connect your retirement income, tax strategy, investments, and long-term goals into one clear direction.

For military families, it’s not always about needing more—it’s about making the most of what you already have.

Learn more about financial planning designed for those who served at AAFMAA Wealth Management & Trust LLC.

28/05/2026

TSP. Pension. VA benefits. Civilian income.

If these aren’t working together, you may be leaving opportunities on the table.

See how to align your strategy with a financial plan:

Financial planning for military retirement is crucial. AWM&T provides wealth management solutions to those who served in the U.S. Armed Forces.

22/05/2026

This Military Appreciation Month, we recognize and thank those who serve — and the families who stand beside them.

Your commitment, sacrifice, and resilience do not go unnoticed. 🇺🇸

20/05/2026

Behind every strong military family is a spouse navigating constant change, sacrifice, and resilience.

We’re proud to highlight the spouses of AAFMAA Wealth Management & Trust — the women who support, adapt, and show up through every transition.

Take a moment to get to know them and the role they play in the mission behind the mission.

Read more here:

Meet the military spouses of AAFMAA Wealth Management & Trust LLC (AWM&T), who design and support the financial success of your military family.

15/05/2026

Most people don’t think about long-term care — until it becomes a reality.

But the truth is, many will need some form of care at some point in their lives. The question is whether there’s a plan in place.

Long-term care isn’t just a healthcare decision — it’s a financial one.

Understanding your options today can help protect your future, your family, and your financial plan.

Learn more in our latest blog:

Link:

Many military Members assume VA or Medicaid will cover long-term care. Learn how AWM&T helps you plan for future healthcare costs as a Veteran.

30/04/2026

Military families, not sure where to start when it comes to financial planning?

Follow these 7 steps to take control of your financial future.

Watch now:

2 likes. "7 Effective Steps of Financial Planning for Veterans"

30/04/2026

Financial planning ≠ investing.

Investing is just one piece. A true military financial plan connects your income, taxes, benefits, and long-term goals into one coordinated strategy.

Learn the difference:

Let AWM&T answer your questions or concerns regarding your investment strategies, financial planning, trust planning requirements, or wealth management options.

27/04/2026

Not sure whether a trust may fit into your financial plan?

Our Trust Planning Checklist for Military Families walks through key considerations that can help you evaluate your planning needs.

Many families find that trust planning becomes relevant not because of wealth, but because their financial lives have grown more complex over time.

Download the checklist below to explore the considerations.

Trusts are about complexity | Complimentary Trust checklist from the military financial professionals at AAFMAA Wealth Management & Trust LLC (AWM&T).