Veterans Financial Preparedness Report 2019

Veterans Financial Report

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DOWNLOAD THE REPORT

The Veterans Financial Preparedness Report 2019 indicates that veteran families who take an active responsibility in charting their course toward financial health are generally in a stronger position to weather the unexpected situations life throws their way and achieve the retirement they have been working toward.

In the report:

  • A critical look at the complex factors that come into play for veterans’ financial planning
  • What financially prepared veterans of different ages have in common
  • How much veterans from your era have in their retirement portfolio and whether they feel ahead, on-track or behind
  • How veterans can get free financial planning help through nonprofits

You can also read:

  • Candid advice from other veterans on what they wished they had done differently
  • Professional financial advice from a CERTIFIED FINANCIAL PLANNER™

The report was prepared by the Legionnaire Insurance Trust for the Departments of The American Legion in celebration of the Legion’s 100th anniversary.

Research Goal:

The goal was to use the data gathered to provide meaningful financial benchmarks and practical insights to help veteran families increase their knowledge and confidence in preparing for a secure retirement.

The report is based on survey results from 1,507 veterans of a wide range of ages from across branches of the U.S. Armed Forces, to understand the personal financial pictures of veteran families.

We hope you enjoy reading and ask that you share freely with other military families.

5 Attributes of Financially Prepared Veteran Familes