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What makes MOAA's Financial Planning service different from other financial firms? We aren't a financial services firm. We don't sell financial products nor develop personalized financial plans.
We are financial counselors who have been in the financial business. We know how things work in financial firms. As a CERTIFIED FINANCIAL PLANNER™ professional we now function as educators and counselors instead of a practicing adviser. You get a financial planner in your hip pocket for the cost of MOAA Premium or Life membership. Learn more about joining MOAA.
It's about you getting the upper hand. We are unbiased. We serve for your benefit. We are here to provide you an “insiders” insight you can't find anywhere else-this service doesn't exist anywhere but MOAA. We are your trusted source information for financial products, services, news, and consumer assistance.
What's in it for you? We can…
We are your partner on issues concerning the financial decisions and worries you have in your life. Start with us if you don't know where else to turn for answers.
Interested in banking or property insurance products? Check our partners at USAA. Shopping for a financial adviser? Check out our two-part guide.
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You're back at the gym, but how healthy is your bank account? Take some age-based advice.
The cuts include all 11 tax centers run by U.S. Army Europe.
Which veterans will pay less thanks to these military-friendly moves?
These credits may be found at the local, state, or federal level. But read the fine print.
Repealing the SBP-DIC offset, also known as the "Widows Tax," would end the problems.