Military Financial Toolkits
Use these easy-to-follow action plans and worksheets to help get your financial house in order.
Toolkit: Making Ends Meet
Making ends meet is fundamental to financial stability and reaching long-term financial goals, like a comfortable retirement or sending children to college. But in a survey (PDF 725 KB) of military servicemembers and spouses by the FINRA Investor Education Foundation, more than one-third of respondents reported having trouble keeping up with monthly bills and expenses. Use these tools to help make ends meet.
Toolkit: Manage Your Debt
FINRA Foundation research (PDF 725 KB) shows many military families have large credit card debt, with one in four respondents reporting outstanding balances of more than $10,000. Use these tools to learn more about credit scores, managing credit and ultimately making better financial decisions.
Toolkit: Save for the Future
Saving for the future is fundamental to financial stability and reaching long-term financial goals, like a comfortable retirement or sending children to college. But, in a survey of military servicemembers and spouses by the FINRA Investor Education Foundation, more than one-third of respondents reported having trouble putting money aside for future needs.