Email from AAFMAA

April 2022 Edition

Financial Advice for Military Families

April is both National Financial Capability Month and the Month of the Military Child. Financial readiness is key to fortifying your family’s legacy, as is who you trust to assist you with your financial matters. AAFMAA Wealth Management & Trust Relationship Managers work exclusively with servicemembers, Veterans, and military families like yours.

See what you should consider when developing a financial roadmap for your family.

How Diversifying Your Portfolio

Can Mitigate Risk

No one understands the concept of risk and reward like a Veteran. When you joined the military, you assumed a certain amount of risk — and it is also an inherent part of investing. That makes diversification of your portfolio mission-essential.

See how making smarter investments can help safeguard your finances.

SpouseLink's MilSpouse

Book Giveaway

SpouseLink_Open When Giveaway_Page_1.png

To celebrate the release of Lizann Lightfoot's book Open When: Letters of Encouragement for Military Spouses, SpouseLink is giving away five free SIGNED copies to military spouses!

Enter to win by 11:59 p.m. EST, April 28, 2022. The winners will be announced and notified on April 29, 2022.

Did You Know?

The thoughtful financial decisions you make today will secure your family’s tomorrow.

Will your grandchildren be well taken care of in the future? During the Month of the Military Child, we encourage you to evaluate your legacy distribution strategy at this time. You can uncover key considerations to protect your children and grandchildren financially by watching our webinar, “How Will My Legacy Assets Be Distributed?”

AAFMAA Wealth Management & Trust (AWM&T) exclusively serves the military community and will guide you through the planning process. Connect with an AWM&T Relationship Manager today.

April is a time for savings and celebrating military kids.

One way to honor the resilience and sacrifice of military children is to foster their financial literacy from a young age. By preparing your children for adulthood through financial literacy, you can help teach them healthy financial habits and set a solid foundation for adulthood.

PCS season has arrived. Be prepared for your home search.

Get a pre-approval letter from AAFMAA Mortgage Services to strengthen your home offers. Learn about the contract to closing process with these 7 steps.

We can help make your home-buying process smooth and easy. Ready? Let’s go. Or, call one of our Military Mortgage Advisors at (844) 422-2622.

AAFMAA Members rank us 4.7 out of 5 on Trustpilot.

Help us spread the word about AAFMAA by sharing your experience.

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www.aafmaa.com | 1-800-522-5221

DISCLAIMER:

AAFMAA Mortgage Services LLC (AMS), Corporate Location: 1 Copley Parkway, Suite 420, Morrisville, NC 27560, Equal Housing Lender, NMLS # 1423968. www.nmlsconsumeraccess.org. VA approved lender #668521-00-00; not endorsed or sponsored by the Dept. of Veterans Affairs or any government agency. All loans subject to credit approval. This is not a commitment to lend. Our Military Mortgage Advisors are licensed Mortgage Loan Originators, also known as Loan Officers. See a complete list of licenses and disclosures at www.aafmaa.com/mortgage.

In Texas – CONSUMERS WISHING TO FILE A COMPLAINT AGAINST A MORTGAGE BANKER OR A LICENSED MORTGAGE BANKER RESIDENTIAL MORTGAGE LOAN ORIGINATOR SHOULD COMPLETE AND SEND A COMPLAINT FORM TO THE TEXAS DEPARTMENT OF SAVINGS AND MORTGAGE LENDING, 2601 N. LAMAR, SUITE 201, AUSTIN, TEXAS 78705. COMPLAINT FORMS AND INSTRUCTIONS MAY BE OBTAINED FROM THE DEPARTMENT’S WEBSITE AT www.sml.texas.gov. A TOLL-FREE CONSUMER HOTLINE IS AVAILABLE AT 1-877-276-5550. THE DEPARTMENT MAINTAINS A RECOVERY FUND TO MAKE PAYMENTS OF CERTAIN ACTUAL OUT OF POCKET DAMAGES SUSTAINED BY BORROWERS CAUSED BY ACTS OF LICENSED MORTGAGE BANKER RESIDENTIAL MORTGAGE LOAN ORIGINATORS. A WRITTEN APPLICATION FOR REIMBURSEMENT FROM THE RECOVERY FUND MUST BE FILED WITH AND INVESTIGATED BY THE DEPARTMENT PRIOR TO THE PAYMENT OF A CLAIM. FOR MORE INFORMATION ABOUT THE RECOVERY FUND, PLEASE CONSULT THE DEPARTMENT’S WEBSITE AT www.sml.texas.gov.

Financial Planning, Investment Management, and Trust Services provided by AAFMAA Wealth Management & Trust, a North Carolina Limited Liability Company wholly owned by AAFMAA. Physical address: 639 Executive Place, Suite 200, Fayetteville, NC 28305. Information provided by AAFMAA Wealth Management & Trust LLC is not intended to be tax or legal advice and we encourage you to seek guidance from your tax and legal advisors. Past performance does not guarantee future results. Investments are not FDIC or SIPC insured, are not deposits, nor are they insured by, issued by, or guaranteed by obligations of any government agency or any bank, and they involve risk including possible loss of principal.