Anthony Nemanic - AWM&T

08/25/2026

Roth IRAs offer valuable tax advantages, but contribution rules aren't always straightforward. Contributing more than you're eligible for—or overlooking income limits—could result in unexpected tax consequences. In our latest blog, we explain what military families should know and how proactive planning can help you avoid costly mistakes. Read the full article below.

Do you understand Roth IRA contributions and tax implications? Free downloadable Roth IRA to guide your military family's next steps | AWM&T

08/19/2026

Your financial goals won't stay the same forever, and your investment strategy shouldn't either. In this Annual Meeting highlight, Kristin discusses why reviewing your investment strategy over time is an important part of long-term financial planning and how making thoughtful adjustments can help keep you aligned with your future goals.

08/11/2026

Military life is full of transitions—from PCS moves and promotions to retirement and civilian life. As your circumstances change, your financial plan should evolve alongside them. A personalized financial plan can help you navigate each milestone with confidence and stay focused on your long-term goals. Learn more about our financial planning services here: https://aafmaatrust.com/financial-planning

08/06/2026

Financial planning isn't just about saving for retirement—it's about making informed decisions throughout every stage of life. For military families, unique career transitions, benefits, and life changes can make having a comprehensive financial plan even more important. In our latest blog, we explore one of the most common financial planning mistakes and share strategies to help you avoid it. Read more through the link below.

Military families often make this one financial planning mistake. Learn how a coordinated strategy can help you achieve long-term retirement goals | AWM&T

07/28/2026

Legacy planning is easy to put off, but waiting too long can create unnecessary stress and uncertainty for loved ones. In this video, Erin discusses one of the most common mistakes she sees and why taking action sooner can make a meaningful difference.

07/22/2026

Many investors know how their portfolio is performing, but fewer understand how it's allocated. Asset allocation can have a significant impact on risk, return potential, and long-term outcomes. In this short video, Kristin discusses why understanding your allocation is an important part of any investment strategy.

07/20/2026

Estate planning and legacy planning are often used interchangeably, but they aren't the same thing. While estate planning focuses on transferring assets and carrying out your wishes, legacy planning takes a broader look at the impact you want to leave behind. Watch as Erin explains the difference and why both matter.

07/14/2026

You may have a military pension, TSP, VA benefits, and investments—but are they all working together? In our latest video, we discuss why a complete financial plan goes beyond individual accounts and benefits to help support your long-term goals. Watch the full video to learn more.

Many military families have strong financial pieces in place—a pens...

07/08/2026

Connecting with the military community is at the heart of what we do.

During SOF Week 2026, our team had the opportunity to engage with service members, veterans, military families, and industry leaders from across the defense community. These conversations help us better understand the challenges and opportunities facing military families today and reinforce our commitment to serving those who serve.

Read more about our experience and key takeaways from SOF Week 2026:

Explore our SOF Week 2026 recap and learn about the conversations shaping the future of military financial planning | AAFMAA Wealth Management & Trust

07/04/2026

This Independence Day, we honor the service, sacrifice, and dedication of those who have defended our nation. Thank you to all who have served and continue to serve. We wish you and your family a safe and happy Fourth of July.