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For The Military Community

Military Family of Three

Managing your finances as a member of the military comes with unique considerations, opportunities and challenges. Use the tabs above to access financial readiness resources intended to help military families manage their money with confidence.

The FINRA Investor Education Foundation delivers free, unbiased financial education tools and training to service members, their spouses and on-base financial educators through a variety of projects and public awareness initiatives. The FINRA Foundation holds a Department of Defense Financial Readiness Network Statement of Support and a USCG Qualified Organization Designation. Learn more about the FINRA Foundation's Military Financial Readiness Project.


Making the Most of Your Military Money

The FINRA Foundation holds a Department of Defense Financial Readiness Network Statement of Support and holds a USCG Qualified Organization Designation. Learn more about the FINRA Foundation's Military Financial Readiness Project.

Find out more about ways to navigate important money management decisions during your military career, as well as personal finance essentials and tips to start investing.
 

Making the Most of Your Military Money 
This guide from the FINRA Foundation offers steps you can take to protect your family and your finances—before, during and after your move.
 

Free Credit Score and Analysis Tool
The FINRA Foundation makes FICO® credit scores and tools available free of charge to active duty service members and their spouses.
 

Make the Most of Lump Sum Payments
One-time lump sum payments for injuries, loss of life, insurance, or lawsuit proceeds can replace lost future income. Take steps to ensure that they provide a long-term benefit for your family.
 

Military Affinity Fraud
Military ties can be used to commit financial fraud. Hear one veteran's story and learn to protect yourself from scams. 
 

Personal Finance Basics
Learn how to set your financial goals, get a handle on your cash flow, control spending, manage debt, and get on the path to saving and investing.
 

Learn to Invest
Want to get smarter about investing? These quick courses build essential investment knowledge and skills. Try a course today.

Take Control of Your Finances

Here are five steps to help you manage your finances and start investing.

Tools and Calculators

Make informed financial decisions based on your own personal circumstances and financial needs.

 

Whether you’re saving for long-term goals (including traditional retirement from the workforce) or transitioning to civilian employment after separating or retiring from the military, planning ahead is an important step in the path to a secure financial future.
 

Understand Your Thrift Savings Plan
Service members have access to one of the lowest-cost ways to save for retirement. Make the most of your TSP savings opportunity.
 

Rolling Over Funds from TSP
If you are thinking about rolling over money from your TSP into an IRA, take some time to consider your options.
 

Get to Know the BRS
Explore the Uniformed Services Blended Retirement System (BRS), from eligibility to benefits to resources, using these tools from the Department of Defense.
 

Retirement Savings for Spouses
Saving for retirement can get complicated for military spouses on the move, but you can still make the most of tax-advantaged retirement savings plans.
 

Benefits Checkup
Before you leave the military, take advantage of the many benefits the service provides, and make decisions about replacing those you may lose.
 

Careers in the
Securities Industry

Are you considering a post-military career in the securities industry? Taking the Securities Industry Essentials exam is your first step. 

Military
OneSource

Military OneSource has the information you need to have a smooth military separation and a successful return to civilian life.