Acknowledgments

Money & Mobility was written and prepared as a public service project by the Denver-based National Endowment for Financial Education® (NEFE®).

Ted Beck, NEFE President and CEO, and Brent A. Neiser, CFP, NEFE Director of Strategic Programs and Alliances, guided development of this booklet—with significant support and contributions from John M. Gannon, Geraldine M. Walsh and Francis H. Dong, FINRA Investor Education Foundation; Jessica I. Perdew, National Military Family Association; and Mary J. Schultz, NEFE Project Manager for Strategic Programs and Alliances.

NEFE is an independent nonprofit foundation committed to educating Americans about personal finance and empowering them to make positive and sound decisions to reach financial goals. The National Endowment for Financial Education, NEFE, and the NEFE logo are federally registered service marks of the National Endowment for Financial Education. For more information about the National Endowment for Financial Education, visit www.nefe.org.

The FINRA Investor Education Foundation’s mission is to provide investors with high-quality, easily accessible information and tools to better understand investing and the markets. One of the FINRA Foundation’s major initiatives is a multi-faceted financial education program targeted at members of the military and their families. Money & Mobility is part of that initiative. For additional information about the FINRA Foundation and to obtain more information about its military financial education program, please visit www.SaveAndInvest.org/Military.

The National Military Family Association is the only national nonprofit organization whose sole focus is serving the families of the seven uniformed services. For almost 40 years, its staff and volunteers, comprised mostly of military family members, have built a reputation for being the leading experts on military family issues. Additional information can be found at www.nmfa.org.

Photos courtesy of the United States Department of Defense, www.defenselink.mil.

The U.S. Department of the Treasury’s Office of Financial Education has reviewed this publication. The U.S. Department of the Treasury expresses no opinion on the soundness of any particular investment product, service, profession, professional, financial institution, or professional or brokerage firm. This publication may contain material or links to other material provided by third parties (such as information, opinions, data, references, software or other content). This material does not necessarily originate from the U.S. Government. The United States Department of the Treasury bears no responsibility for the material or services provided, or as provided by third parties, or for the quality of information provided. Any links to other resources are provided as a convenience for information purposes only. The U.S. Department of the Treasury’s review of this publication should not be construed as an endorsement, recommendation, or favoring of any organization or position they may take by the U.S. Government or the United States Department of the Treasury. This publication is meant to provide general information and is not meant to substitute for, or supersede, professional or legal advice.