Military Transition

Hey Military Service Member, Beware of the Financial Advisor Lurking Outside the Front Gate

Author – Joe Turkal, LtCol (Ret) USMC If the article’s title caught your eye, did you expect the warning to be for a used car salesman outside your military installation’s front gate?  Also did you expect that it would be an article targeted at an E-2 or E-3?  I wouldn’t be surprised if you did. […]

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Financial Issues in Military Transition (that are not adequately covered in mandatory transition training courses) Part 3

Author – Joe Turkal, LtCol (Ret) USMC In December 2024, I wrote an article called “Top Five Issues for Transitioning Active-Duty Military Members”.    The article focused on the intangibles of transition and leveraged the work of the noted psychologist Abraham Maslow published in the mid 1900’s, which laid out the hierarchy of human needs, specifically,

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Financial Issues in Military Transition (that are not adequately covered in mandatory transition training courses) Part 1

Author – Joe Turkal, LtCol (Ret) USMC  In December 2024, I wrote an article called “Top Five Issues for Transitioning Active-Duty Military Members”.    The article focused on the intangibles of transition and leveraged the work of the noted psychologist Abraham Maslow published in the mid 1900’s, which laid out the hierarchy of human needs, specifically,

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How Should a Military Veteran Choose a Financial Advisor?

Author – Joe Turkal, LtCol (Ret) USMC So, you are a military veteran (or active duty) and you have determined that it may be time to seek out a professional to assist with your financial goals.  Congratulations on achieving a strong financial position and having the recognition that a good financial advisor can/should add about

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Should You Elect SBP? Costs, Benefits, and Considerations

Author – Spencer Turkal In this article I will explain both how to calculate SBP premiums as well as how to determine whether you should elect it (if you already know how to calculate SBP premiums feel free to scroll past the first section below).  Firstly, what is SBP?  SBP stands for Survivor Benefit Program. 

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When is the Right Time for a Military Service Member to Seek a Financial Professional?

Author – Joe Turkal, LtCol (Ret) USMC When I enlisted in the Marine Corps in 1993, we still receive our pay via cash disbursement.  The first pay I received; I was directed to the “pay line”.   At the head of the line a Staff Sergeant, who had a lock box full of cash and a

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