Military Financial Toolkits

Use these easy-to-follow action plans and worksheets to help get your financial house in order.

Couple in front of house

Toolkit: Military Transition

Whether you’re retiring after a long military career or separating after completion of service, your transition to civilian life can result in culture shock. But millions of servicemen and women have successfully navigated this transition, and you will too. Our action plans can help you get started.

Soldier

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.

Soldier

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.

Soldier

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.