Finance
Financial Adviser Facts: The Basics on Finding Professional Planning Help
Unsure whether you need an adviser, or which type might be right for you? Get answers to some common questions.
As MOAA's Program Director, Financial and Benefits Education/Counseling, Lila Quintiliani, ChFC®, AFC®, develops and manages MOAA’s financial and benefits counseling, education, consumer advice, staff consultant and training programs. She provides members personalized, comprehensive, timely and appropriate financial advice and military/veterans benefits information assistance. She also conducts off-site classes and presentations to educate audiences in financial topics such as investments, retirement planning, risk management, insurance, savings programs, credit issues, taxes, estate planning, consumer awareness, survivor issues, and military/veterans/corporate benefit programs. She serves as the staff subject matter expert on financial and benefits matters to support MOAA’s legislative, marketing, and member product/service efforts, and provides financial and benefit content for MOAA’s print/electronic publications and multimedia channels.
Unsure whether you need an adviser, or which type might be right for you? Get answers to some common questions.
It’s not just about books and meal plans – here’s what TRICARE beneficiaries should know.
Looking for late-summer adventure on a budget, or planning a fall getaway? MOAA can help.
From tax planning to better savings options, make the right choices to keep your goals in reach.
Looking to make a penalty-free withdrawal? Here’s what you need to know about this IRS provision.
MOAA has answers to your questions about this rare Survivor Benefit Program offering, which will wrap up at year’s end.