Lt. Col. Shane Ostrom, USAF (Ret), CFP®

Program Director, Financial & Benefits Education/Counseling

Lt. Col. Shane Ostrom, USAF (Ret), CFP®

Ostrom is MOAA's former Program Director, Financial & Benefits Education/Counseling

Finance

Tax Deductions for Investment Expenses

The following tax issue is tricky seek professional tax help if you intend to use this provision. There are no tax specialists at MOAA. We are about awareness, not advice. “You can deduct investment fees,

Transition and Career

Preparing for Your Financial Transition

We don’t realize how indoctrinated we are in the Service culture until we are out and living on the other side. Leaving the Service can be a rough transition and you want to be as prepared as possible when you

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