New on SaveAndInvest.org
Apply Now for the Military Spouse Fellowship for the Accredited Financial Counselor Program
The NASD Investor Education Foundation is pleased to announce applications are being accepted for the Military Spouse Fellowship for the Accredited Financial Counselor Program. Funded by the Foundation, the program is taught by the Association for Financial Counseling and Planning Education® (AFCPE®) and applications are being accepted through the National Military Family Association (NMFA).
This program will provide 200 military spouses with the education necessary to enter the financial counseling career field and earn a credential that offers upward mobility, flexibility, and is portable (it goes where you go). To apply for this fully-funded opportunity, please visit: http://www.nmfa.org/. Applications are only accepted online and must be submitted by midnight March 31, 2007.
Special to SAI: Are You "Savings Ready?"
Crystal, a single E4, was working in her installation's Public Affairs office when a photographer with the Military Saves campaign asked if she'd be willing to pose for the campaign poster. She agreed. Later it occurred to her, "It's going to be bad if I'm on all these posters and I'm not saving."
She always intended to save, but never got around to it. Now, only 18 months later, she has no credit card debt, an emergency fund, and a savings account for a down payment on a house. She also contributes to Thrift Savings Plan (TSP), and has a Roth IRA.
Read more—and start saving today!
News Dispatch
The NASD Investor Education Foundation will expand the scope of its Military Financial Education Campaign this year, adding two new programs aimed at specific populations within the military community—military spouses and wounded and severely injured servicemembers.
Read the Release
Deployment and PCS
Getting to Know the Servicemembers Civil Relief Act (SCRA)
Have you recently been called up for active duty? Are you preparing for a long-term deployment that may affect your ability to meet legal or financial commitments? Or are you nearing the end of your active duty service? If the answer to any of these questions is yes, it’s particularly important that you understand your rights—and responsibilities—under the Servicemembers Civil Relief Act (SCRA) of 2003.
Read the Article
2006 Accomplishments
In its first year of operation, the NASD Investor Education Foundation’s Military Financial Education Campaign made great strides towards helping military servicemembers and their families learn how to manage their money with confidence.
Read more about our 2006 Accomplishments.
Have Questions? SaveAndInvest.org Has Answers
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Consumer Corner
Tax Prep For Military Families
A valuable benefit of military service is access to free tax assistance and guidance from a variety of trained professionals. Many installations maintain a resident Tax Office that can prepare and file basic returns for military members and their families.
Read the Article
- Go to Military OneSource for more online tax tips and access to Department of Defense-sponsored free electronic filing through H&R Block’s TaxCut Basic Online service.
Investor Alert
"I hope this is your email" Scam Offers No Hope of Profits
You get an email at home or work from Tanya, or Weldon, or maybe Kristy. You open it and read some poorly-worded prose like the following (from a spam email received by NASD):
"Hi I hope this is your email. I was pleased to meet you the other day. I expect you was excited about New York. So much so much happening all the time, lot of great opportunities. And speaking of opportunities, the deal I was speaking about yesterday involves a company known as..."
No, you don't have amnesia. You've never met the person who sent you the email. It's from somebody who in all likelihood is being paid to send this message to thousands of email addresses. The hope is that you and others will fall for the scam and buy shares of the recommended stock.
Read More
Investor Education
During the week of March 5-9, a team from the NASD Investor Education Foundation hosted Military Financial Education Forums at 5 bases and stations that are part of Marine Corps Installations West, including MCAS Yuma, AZ, MCRD San Diego, CA, MCB Camp Pendleton, CA, MCAS Miramar, CA, and MCAGCC Twentynine Palms, CA. Major General Michael R. Lehnert, Commanding General, Marine Corps Installations West, stressed the vital importance of financial education in his opening comments at the MCB Camp Pendleton event, which also featured Securities and Exchange Commissioner Paul Atkins. Nearly 1,000 servicemembers, spouses, and civilians received valuable education on how to manage their money with confidence from members of the Foundation team and representatives from the United States Securities and Exchange Commission and the California Department of Corporations.
Earlier in the year, more than 600 officers, enlisted personnel, and spouses attended a similar event at Fort Gordon.
Read the Article on the Fort Gordon event.
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