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Veterans and Military Personnel

Veterans and Military Personnel is one of six cultivation communities targeted by Kentucky State Treasurer Allison Ball through her Financial Empowerment Coalition and Database. The following resources have been gathered from non-profit, business, and government entities focused on improving the financial livelihood of veterans and servicemembers. 

Community Resources

The Financial Field Manual
Made available by the Kentucky Department of Financial Institutions, the Investor Protection Trust, and the Investor Protection Institute, the Financial Field Manual can help military families make the most of the special financial benefits open to them, including tax breaks, low-cost investments, legal protections, education opportunities, and insurance programs.

Financial Resource Center
The Credit Union National Association's (CUNA) Financial Resource Center provides resources including articles, videos, recordings, interactive quizzes, and more that will engage and encourage all walks of life to improve their financial wellness. 

Institute for Veterans and Military Families Entrepreneurship and Vocational Programs
Syracuse University's Institute for Veterans and Military Families delivers class-leading programs in career, vocational, and entrepreneurship education and training, providing servicemembers, veterans, and their families with the skills needed to be successful in education, work, and life.

Institute for Veterans and Military Families Research Briefs on Financial Readiness
Syracuse University's Institute for Veterans and Military Families delivers class-leading programs in career, vocational, and entrepreneurship education and training, providing servicemembers, veterans, and their families with the skills needed to be successful in education, work, and life.

Navigating the Military Financial Lifecycle
The Consumer Financial Protection Bureau provides resources for servicemembers to assist them in handling financial challenges at every step of their military careers. 

MilTax
A suite of free tax services provided by the Department of Defense, Military OneSource MilTax offers secure and free tax preparation and e-filing software, easy access to tax consultants with military expertise, free, in-person tax preparation and assistance through MilTax designated Volunteer Income Tax Assistance Offices and more!

My Financial Coach for Veterans
Provided through an initiative of the Consumer Financial Protection Bureau, My Financial Coach has financial coaches who specialize in helping veterans of all ages. They help veterans plan and take steps to reduce or eliminate debt, build credit, pay bills on time, save money for life events, or transition from military to civilian life. 

New Horizons Un-Limited, Inc. 
New Horizons Un-Limited, Inc. provides an online list of financial resources and websites to help veterans with disabilities.

Personal Finance
Military OneSource provides tools for personal finance including information about paying down debt, managing a checking account, choosing good investments, and creating a family budget. Military OneSource offers free services and resources to help servicemembers prepare for a secure future. 

Save and Invest
Save and Invest provides financial tools from the Financial Industry Regulatory Authority (FINRA) Foundation to help military families and all investors make informed financial decisions. 


Financial Empowerment Coalition Contacts

Rebecca Wood, Kentucky State Consultant
Military OneSource
rebecca.wood@militaryonesource.com