Well & Faithfully Discharged: Financial TTP for Military Retirement

So many great financial-planning books out there offer a wealth of advice—if you’re a civilian retiree. Military retirement, however, is something entirely different. Finally, here is a book that speaks directly to service members and veterans and helps them plan for a future beyond the armed forces.

Author and certified financial planner Curt Sheldon understands the unique challenges you face, because he has faced them himself. He spent twenty-seven years with the US Air Force before retiring to help others with their financial-planning and retirement goals. Sheldon has now compiled all that insight into one simple guide.

Sheldon covers

• the best ways to prepare for military retirement,
• long-term goals you should consider,
• civilian employee benefits and retirement plans,
• the “traps” that might trip you up as you adjust to civilian life,
• the intricacies of the US tax code,
• insurance and Social Security, and
• college savings and estate planning.

Sheldon’s manual will help you at every stage of the planning process. Whether you are still considering retirement or have already transitioned to civilian life and could use some pointers, Sheldon has all the tactics, techniques, and procedures you’ll need to succeed financially.

Curt Sheldon spent twenty-seven years with the US Air Force. Sheldon is immensely proud of his military record but decided to focus on something else entirely after retiring from the air force. He became a certified financial planner, an enrolled agent, and an accredited investment fiduciary. Sheldon holds a bachelor's degree from the United States Air Force Academy (specializing in management and finance), an MBA from the City University of Seattle (with an emphasis on individual financial planning), and a master's degree in strategic studies from the United States Air Force's Air University.

Sheldon has been invited to speak to service members on military bases across the United States. He is also the owner of C. L. Sheldon & Company LLC, a Virginia-based financial-planning and wealth-management firm. He is the father of two sons and lives with his wife, Cathy, in Northern Virginia.