In May, Kiplinger featured the three-part series on military benefits by Forum Financial Advisor Zach Mindel. The articles provide an extensive collection of resources related to various financial military benefits and an overview of military education benefits.
Guide to Military Benefits for Retirement, Pay and Savings
In the first article of his three-part series, Zach discusses various plans available through the U.S. military retirement system.
Guide to Military Education Benefits and Resources
In the second article of his three-part series, Zach outlines military education benefits from college programs to the GI Bill.
Major Financial Benefits for Military Veterans and Their Families
In the third article of his three-part series, Zach reviews financial assistance for veterans including VA loans, the Survivor Benefit Plan and disability benefits.
The articles originally appeared in Kiplinger in May 2024.
Zachary Mindel joined Forum Financial Management in 2023 as a Financial Advisor. Before joining Forum, Zach served as a pilot in the U.S. Navy in the rank of Lieutenant Commander and continues to serve in the Naval Reserves as a pilot and instructor.
Throughout his professional life, he has had a passion for teaching others and helping them progress in a way that is meaningful to them. His objective is to develop trusted relationships with clients by learning about their goals and how they envision their financial future at each stage of their life. Zach prioritizes financial goal setting to help clients stay on track, so they can focus on doing what they love (and takes this same approach in his own life).
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