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Financial Planning Tools and Resources

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Need help? The Financial Tools and Resources section is designed to provide you extra help as you put together your own financial plan, with timely articles, powerful financial calculators, and links to other useful financial sites.

Taxes

Tax planning is a year-round endeavor that revolves around strategies to legally reduce, defer, or even eliminate taxes on earned income, unearned income, and capital transactions.

Five Tips for Military Homeowners in Crisis

We’ve been getting a lot of questions about what active duty servicemembers should do when they are facing an impending permanent change of station and find themselves “upside down” on their home mortgages. Our financial experts discuss five options to consider here.

Financial Frontlines® Blog

MOAA offers you timely advice on smart money moves, common pitfalls in retirement, college planning for kids, estate and insurance planning, maximizing your military benefits, and more!

Financial Calculators

Use these quick and easy calculators to get the right figures when making important decisions on debt management, mortgage comparisons, retirement planning, and more.

Financial Center FAQ

Air Force Lt. Col. Shane Ostrom, MOAA's CFP, answers your frequently asked financial questions.

NOLO Financial Information

NOLO provides valuable information on legal terms, estate planning and real estate issues to assist you with all of your financial needs.

The IRS Taxpayer Advocacy Panel (TAP) Stands Ready to Help

Just when you think the IRS speaks in another language, the Taxpayer Advocacy Panel may be able to help. Read the story by fellow MOAA member John Kim who happens to be a member of the Taxpayer Advocacy Panel in Hawaii. John provides some useful insights. (From our Financial Frontlines TM Blog)