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The Blended Retirement System (BRS) took effect on 1 January 2018.
For additional material on BRS, please click on the "Resources" Tab on the Personal Finance web page.
For more information on the Blended Retirement System, please click associated link.
The Personal Financial Management (PFM) Program provides financial education, training and counseling geared to increase the financial literacy of Marines, Sailors and their families. Our PFM training curriculum includes workshops on Money Management, Investing, Estate Planning, TSP, Home Buying and much more.
*If you have problems opening a link by directly clicking on it, please right click and select open on the pop-up menu.*
CFS MANUAL
CFS Handouts
CFS Homework Checklist
60-Second Financial Wellness Assessment for Opt-In Eligible
2019 eFPW
Financial Planning Worksheet
2018 Financial Notes
CFS Sign-in Roster Template
Financial Education Action Points
NCOFF Student Book
NCOFF Handouts
SMART Financial Goals Worksheet
Million Dollar Pretest
Blended Retirement System (BRS) Handout 2018
Financial Education Action Points info for PFMs
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.
2017 Consumer Protection Handbook
Annual Credit Reports
Better Business Bureau - Military
Bureau of Consumer Protection
Consumer Finance Protection Bureau
Federal Trade Commission
Service Members Civil Relief Act
Scams
Protection Against Frauds & Scams
Internet Fraud
FBI - Common Fraud Schemes
FBI - E-Scams
Visa - Immigration Scams
Scholarship Scams
Money Scams
Pension Advance Scam
FINRA Scam Meter
Credit Card Act
Equal Credit Opportunity Act
Fair Credit Reporting Act
Fair Debt Collection Practices Act
Annual Credit Report
Consumer Credit Counseling
Military One Source
Detailed Spending Plan
Monthly Spending Plan
Security Clearances
2018 Electronic Financial Planning Worksheet (eFPW)
Identity Theft
Department of Treasury Literacy and Education
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PREMARITAL
Premarital Financial Questions
Deployment
Remaining Financially Fit During Deployment
Deployment Spending Checklist
Savings Deposit Program
Financial Toolkit
Retirement
Retirement Calculator
Survivors Benefit Plan
Social Security
Housing and Urban Development - HUD
VA Home Loan
Making Home Affordable
Rural Housing Assistance
Troubled Asset Relief Program
Home Loans
VA Home Loans
Home Loan Modification Programs
Student Loans
Loan Forgiveness
National Student Loan Database
Consumer Loan Awareness
Military Lending Act
Blended Retirement System Webpage on Military Compensation Webpage
A Guide to Uniformed Services Blended Retirement System (December 2017)
Blended Retirement System Frequently Asked Questions (March 2018)
Blended Retirement Information for the Military Spouse (September 2017)
Commander's Blended Retirement System Smart Pack - Version 2.2
2017 Consumer Action Handbook (Valid for 2018)
Better Business Bureau- Military Line
Consumer Financial Protection Bureau
Gramm-Leach Bliley Act
Internal Revenue Service (IRS)
Military OneSource
Military Personnel Financial Services Protection Act
MyPay
Navy Marine Corps Relief Society
Personal Commercial Solicitation on DOD Installations
Save and Invest
Service Members Civil Relief Act - Law
Service Members Group Life Insurance
Treasury Direct
Military Saves Web Page
Save and Invest Military Center
Take the Saver Pledge
Thrift Savings Plan
Okinawa Cola Savings Scenario
COLA Calculator
Salute To Smart Investing
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