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Tackling End-of-Year Budgeting


The end of the year is the perfect time to assess your budget and make any necessary adjustments as you plan for the year ahead. Some topics you will want to consider include: how to lower your tax liability; how to celebrate the holidays without breaking the bank; and what financial goals will help ensure a successful year ahead.

To discuss end-of-year budgeting, 2023’s rare SBP enrollment opportunity, and other financial topics, Sarah Bumgardner, AAFMAA Director of Partnerships and Member Engagement, spoke with Brigadier General Michael J. Meese, Ret., PhD., President of AAFMAA. Meese oversees all aspects of the Association to ensure the financial security and independence of the American Armed Forces Community. He served for 32 years in the U.S. Army before retiring, and joined AAFMAA in 2013 as Chief Operating Officer, later becoming AAFMAA's Executive Vice President and Secretary before assuming is current role.Meese has written two books: the Armed Forces Guide to Personal Financial Planning and American National Security. He is a graduate of the National War College, U.S. Military Academy, and earned his Ph.D., MPA and M.A. from Princeton University.

To learn about the 5 topics you need to consider as you make your financial plans for the New Year, watch their conversation below.

Navigate the Learning Hub articles below to learn more about each topic:

  1. It's Open Season for the Survivor Benefit Plan. Start Your Enrollment by November 1, 2023
  2. Get Financially Ready for 2024 at Every Stage of Life
  3. Donating Before Year End Might Help Lower Your Tax Liability
  4. Create Financial Goals to Ensure a Successful New Year
  5. Celebrate the Holidays Without Breaking the Bank