Money Management Products



Audio and Video

Chill Drill

Chill Drills Playaway

Heidi J. Bauer, MSW, LCSW, a therapist specializing in working with service members and their families, presents an overview of her four simple drills to help reverse the symptoms of stress. Available as a playaway, these drills can help slow your heart rate, lower your blood pressure and reduce the level of stress hormones in your body. By doing these drills regularly, you can lower your baseline stress level and be better prepared to deal with stress in the future.

Cards

Blended Retirement System Leader Card

Blended Retirement System Leader Card

This card gives talking points for leaders to present the Blended Retirement System to service members.

Fact Sheets

Blended Retirement System Defined Benefit Fact Sheet

Blended Retirement System Defined Benefit Fact Sheet

This fact sheet explains the Blended Retirement System to service members.

Consumer Financial Protection — Avoiding Money Scams Fact Sheet

Consumer Financial Protection — Avoiding Money Scams Fact Sheet

Learn to recognize financial scams before becoming a victim with this quick-reference fact sheet.

Creating a Spending Plan Fact Sheet

Creating a Spending Plan Fact Sheet

Financial readiness starts with a plan. Start with this fact sheet, and create a spending plan that works.

Financial Readiness Courses Fact Sheet

Financial Readiness Courses Fact Sheet

My Training Hub offers several financial readiness courses. See the course listings and descriptions in this fact sheet.

Financing a College Education Fact Sheet

Financing a College Education Fact Sheet

Education is priceless, but higher education can be pricey. See college financing options side by side to easily choose the right track.

Good Debt Enhances Earning Potential Fact Sheet

Good Debt Enhances Earning Potential Fact Sheet

Not all debt is bad debt. Learn the difference, discover how good debt can be beneficial and identify sources of additional information with this fact sheet.

Helping Youth Plan for a Positive Financial Future Fact Sheet

Helping Youth Plan for a Positive Financial Future Fact Sheet

It takes a village to teach kids about finances. Set the stage for a bright financial future for military kids with the tools highlighted in this fact sheet.

Military Consumer Campaign Fact Sheet

Military Consumer Campaign Fact Sheet

Members of the military community are ideal candidates for financial scams. Learn how Military Consumer can protect military consumers and increase financial readiness.

Military Lending Act Fact Sheet

Military Lending Act Fact Sheet

Learn how Military Lending Act protects military service members and their families from predatory loans.

MilTax Factsheet 2017

MilTax 2017 Fact Sheet

MilTax is a quick, reliable way for service members and their families to file and prepare their taxes. It’s completely free and designed specifically for the military community, with support from tax experts who can answer questions at no cost.

Money and Budgeting Fact Sheet

Money and Budgeting Fact Sheet

Military families do not face financial challenges alone. See how the Department of Defense protects the finances of service members and their families.

Planning for Retirement Fact Sheet

Planning for Retirement Fact Sheet

Retirement planning shouldn't be something you "get to later." Adequately prepare for retirement by using the resources highlighted in this fact sheet.

Reducing Dependency on Debt Fact Sheet

Reducing Dependency on Debt Fact Sheet

Debt can quickly snowball into an overwhelming amount. Whatever your number is right now, you can use these tools to reduce your dependency on debt.

Roth Thrift Savings Plan Fact Sheet

Roth Thrift Savings Plan Fact Sheet

Get to know the Roth Thrift Savings Plan in this easy-to-follow overview.

Savings Goals Fact Sheet

Savings Goals Fact Sheet

Have a savings goal in mind — it gives you motivation to it. Find tips and resources in this fact sheet to keep you on track, whether it’s a long road or a short one.

Image of the Teaching Finances to Children Fact Sheet

Teaching Finances to Children Fact Sheet

Military kids are never too young to learn the value of a dollar. Parents, learn effective ways to teach finances to budding minds and keep the resources highlighted in this fact sheet in your back pocket.

VITA Fact Sheet Image

Volunteer Income Tax Assistance 2017 Fact Sheet

VITA offers free tax preparation and e-filing for eligible service members at sites both on and off base. Certified tax volunteers are trained in military life and provide in-person support to answer any questions.

Zero Percent Student Loan Interest Relief Fact Sheet

Zero Percent Student Loan Interest Relief Fact Sheet

This document explains how eligible service members and veterans can qualify for 0% interest on student loans.

Fliers

FINRED Coffee Savings Flier

FINRED Coffee Savings Flier

This infographic explains how investing the price of a daily cup of coffee into a retirement account can add up to big savings over time.

FINRED Moving Night Savings Flier

FINRED Movie Night Savings Flier

This infographic explains how investing the cost of a monthly movie night in a retirement account can add up to big savings over time.

FINRED Pizza Night Savings Flier

FINRED Pizza Night Savings Flier

This infographic explains how investing the cost of a monthly pizza night in a retirement account can add up to big savings over time.

MilTax Flier

MilTax 2017 Spouse Flier

MilTax, free tax services are designed specifically for the military community – with specialized support from tax consultants who understand unique tax requirements and access to easy-to-use, secure software.

MilTax Flier - Service Member

MilTax 2018 Service Member Flier

MilTax, free tax services are designed specifically for the military community – with specialized support from tax consultants who understand unique tax requirements and access to easy-to-use, secure software.

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VITA flyer image

Volunteer Income Tax Assistance 2017 Flier

With VITA, eligible service members can self-file, sit down with a trained tax professional to have their taxes completed, or drop off their tax forms and return at a designated time to complete the filing. Military tax experts make quick work of taxes.

Material

MilTax Q&A 2017

MilTax 2017 Q&A

MilTax is quick, reliable way for service members and their families to file and prepare their taxes. It’s completely free and designed specifically for the military community, with support from tax experts who can answer questions at no cost.

VITA Q&A image

Volunteer Income Tax Assistance 2017 Q&A

During tax season, service members can receive free assistance from trained tax experts through VITA. From preparation to filing, VITA answers any tax questions and provides in-person support in locations around the country at no cost.

Posters

MilTax Poster

MilTax 2017 Poster

MilTax provides free tax preparation and filing software, consultations with experts on military tax deductions, and valuable tools and information to ease tax-time worries of service members and their families.

VITA Poster image

Volunteer Income Tax Assistance 2017 Poster

During tax season, service members can receive free assistance from trained tax experts through VITA. From preparation to filing, VITA answers any tax questions and provides in-person support at locations around the country at no cost.

Resources Guides

Cover of the Guide to the Uniformed Services Blended Retirement.

A Guide to the Uniformed Services Blended Retirement System

This booklet gives an overview of the new Blended Retirement System, or BRS, in a very straight-forward, understandable way. It answers your questions about participating in the BRS, including who is eligible, what your benefit options are and how to contribute.

Blended Retirement System Military Spouse Infographic

Blended Retirement System Military Spouse Infographic

This infographic explains the Blended Retirement System to active-duty military spouses.

Road to Financial Readiness Infographic

Road to Financial Readiness Infographic

This infographic portrays the steps service members may take during their military career to achieve “financial readiness.”

Toolkits

Family Readiness System: External Service Providers Toolkit

Family Readiness System: External Service Providers Toolkit

You play a critical role in distributing timely, accurate and relevant information to service members and their families. The majority of today’s service members and their families do not live on a military base, and civilian support agencies and programs are more involved than ever in supporting military families. Families in every stage of military life rely on you for services and support, including everything from counseling to child care. As you work with service members and their families, we hope you will use the information in this toolkit to help us share important information about Department of Defense family support policy.

Family Readiness System: Internal Service Providers Toolkit

Family Readiness System: Internal Service Providers Toolkit

Department of Defense service providers play a critical role in providing timely, accurate and relevant information to service members and their families. You provide services and support to military families around the world, at every stage of military life. These families rely on you as part of their trusted network of support, and your contributions directly impact mission readiness. We designed this toolkit to assist you in your role, helping you ensure all families can access the services they need to manage the challenges of everyday life and those associated with military life.

Family Readiness System: Leaders Toolkit

Family Readiness System: Leaders Toolkit

Military leaders play a critical role in providing timely, accurate and relevant information to service members, their families and survivors. The Family Readiness System assists you in preventing, identifying and addressing family readiness challenges within your force. This toolkit was developed to help you share important information about family readiness policy with the ultimate goal of helping you maintain a mission-ready force and optimize military family readiness.

Family Readiness System: Public Affairs Toolkit

Family Readiness System: Public Affairs Toolkit

Public affairs officers play a significant role in providing timely, accurate and relevant information to service members and their families. You are responsible for ensuring consistent messaging about your branch’s family programs and services and ensuring alignment with the Office of the Secretary of Defense’s family program messaging. Given your unique and sometimes challenging role, we designed this Family Readiness System Toolkit specifically for you.


Find even more helpful resources and information in the Money Management military life topic area of Military OneSource.


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