Personal Financial Management

Want to know what’s happening at MCCS? Subscribe to receive updates from this program.

Reload Events and Programs

Want to know what’s happening at MCCS? Subscribe to receive updates from this program.

Financial Resources for Service Members & Families

4/14/2020

My Money
Making the most of your money starts with five building blocks for managing and growing your money -- The MyMoney Five (Earn, Save & Invest, Protect, Spend, Borrow). Keep these five principles in mind as you make day-to-day decisions and plan your financial goals. This website is organized around the MyMoney Five principles so you can quickly identify resources and tools to help you in these areas.

READY
Ready is a National public service campaign designed to educate and empower the American people to prepare for, respond to and mitigate emergencies, including natural and man-made disasters.

Financial Resources for Service Members & Families

DATE & TIME 4/14/2020

LOCATION

Personal Financial Management - Virtual Counseling

4/24/2020

Virtual Counseling is available online via a government-approved application (GVS/DCS) or DSN phone.

Request an appointment today by emailing mcbb_ppdr_request@usmc.mil.

Personal Financial Management - Virtual Counseling

DATE & TIME 4/24/2020

LOCATION

Virtual Counseling is available online via a government-approved application (GVS/DCS) or DSN phone.

Request an appointment today by emailing mcbb_ppdr_request@usmc.mil.

Spillover Method for Catch-Up Contributions to the Thrift Savings Plan - Update

10/16/2020

Spillover Method for Catch-Up Contributions to the Thrift Savings Plan - UPDATE:

Beginning January 1, 2021, the Federal Retirement Thrift Investment Board (FRTIB) will implement a new method for catch-up contributions called the “spillover” method. (Participants will continue using the TSP’s current catch-up program through the end of 2020.) Spillover will apply to all active civilian and uniformed services members turning age 50 or older. It will help simplify our catch-up program for both participants and agencies or services.

How Spillover Works:

Under the prior catch-up program, TSP participants had to make a separate affirmative catch-up election every year by submitting Form TSP-1-C, Catch-Up Contribution Election (Form TSP-U-1-C for uniformed services members) or electing to make catch-up contributions through their electronic payroll systems. Payroll offices then submitted catch-up contributions to the TSP on special payroll records indicating that the contributions were catch-up contributions.

Starting January 1, 2021, the TSP will no longer use Form TSP-1-C, TSP-U-1-C, or the special payroll records that designate contributions as catch-up. GET DETAILS HERE: Bulletin 20-1.https://www.tsp.gov/bulletins/20-1/

Spillover Method for Catch-Up Contributions to the Thrift Savings Plan - Update

DATE & TIME 10/16/2020

LOCATION

Spillover Method for Catch-Up Contributions to the Thrift Savings Plan - UPDATE:

How Spillover Works:

Upcoming Events:

CFS Training Materials:

CFS MANUAL

CFS Handouts:

*If you have problems opening a link by directly clicking on it, please right click and select open on the pop-up menu.*

NCOFF Student Book

NCOFF Handouts

SMART Financial Goals Worksheet

Million Dollar Pretest

Financial Planning Worksheet

Blended Retirement System (BRS) Handout 2018

60-Second Financial Wellness Assessment for Opt-In Eligible

Financial Education Action Points info for PFMs

2021 Electronic Financial Planning Worksheet (eFPW) (Non-Macro Excel)

*If you have problems opening a link by directly clicking on it, please right click and select open on the pop-up menu.*

Saving Calculator

Loan Calculator

401(K) and IRA Minimum Required Distribution Calculator

Choose to Save

The Financial Industry Regulatory Authority (FINRA) Tools and Calculators webpage has a multitude of Resource Tools, Calculators, Analyzers and Quizzes and Games available (some of which are included above) to assist individuals in effectively managing their finances.