- TitlePersonal Financial Touchpoint Training
- Page Description
Personal Financial Touchpoints:
- First Duty Station
- PCS Moves
- Promotion/Advancement
- Vesting in the TSP
- Entitlement to Continuation Pay
- Disabling Condition
- Divorce
- Welcoming a Child
- Marriage
- Leadership Training
- Pre-Deployment
- Post-Deployment
- Career Transition
- TitleFirst Duty Station
- Page Description
Welcome to your First Duty Station (FDS)!
The attached FDS Member Checklist and associated Handouts are provided for your reference in helping you establish your personal finances. Also, available is a list below of FDS video links that will explain how personal finances are related and can benefit you.
Misleading Consumer Practices and Identity Theft
SCRA, MLA, and Credit Protection
Education and Career Investment Programs
- TitlePCS Moves
- Page Description
PCSing? Adventure awaits!
To give you the best financial footing for your move, a PCS Checklist and associated handouts have been provided as well as a sequence of PCS video links for your reference.
If you need further assistance, please reach out to your nearest PFM. Best wishes!
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Managing Debt and Understanding Credit
SCRA, MLA, and Credit Protection
Potential Housing Expenses Before You Move
Potential Vehicle Considerations Before You Move
Potential Miscellaneous Expenses Before You Move
Potential PCS Expenses During Your Move
Potential PCS Expenses After Your Arrive
Best Practices - PCS Money Tips 1-5
- TitlePromotion and Advancement
- Page Description
Congratulations on your advancement!
To help you provide financial guidance to your unit personnel, a checklist and some handouts have been posted. Also below are some helpful video links.
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- TitleVesting
- Page Description
Has it been 2 years already? - Well, that is the time frame Coast Guard members must meet from entering the service to benefit.
Below are video links to explain this wonderful benefit. A checklist and other resources are attached to provide reference.
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- TitleEntitlement to Continuation Pay
- Page Description
If you are between 7 1/2 -12 years of service, this is the landing page for you! One of the benefits of the Blended Retirement System is Continuation Pay (CP) and this page will describe what you must do to make yourself eligible.
Below is a sequence of videos that explains Continuation Pay and attached is a checklist and some resources.
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Calculating CP and How to Apply
Setting Financial Goals and Creating a Spending Plan
- TitleDisabling Condition
- Page Description
Whether you or your dependents have a disabling condition, these next few video links will help guide you in regards to personal finances.
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Disabling Sickness or Condition Overview
Spending Plan and Emergency Funds
Housing and Transportation Needs
- TitleWelcoming a Child
- Page Description
Congratulations on welcoming a child into your family! A child changes everything, including your household finances. The attached checklist and handouts can help you organize your finances efficiently as you work through the many changes that come with birth or adoption.
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- TitleMarriage
- Page Description
Congratulations on your marriage! Best wishes to you.
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There is a lot of changes experienced when you get married. The following video links and accompanying material will help you and your spouse in your finances.
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Survivor and Dependent Benefits
- TitleLeadership
- Page Description
Taking on a leadership role in the Coast Guard comes with many responsibilities. One of which is ensure financial readiness to sustain mission readiness. The below video links can help provide financial ideas and resources. Also available is a checklist and various relative handouts.
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Financial Readiness for Coast Guard Leaders
- TitlePre-Deployment
- Page Description
Preparing for deployment can be a stressful time for you and your family. A deployment can also provide an excellent opportunity to improve your financial situation, if you're prepared. The below video links plus the checklist and handouts can help in alleviating your pre-deployment financial stress.
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Pre-Deployment Course Overview
Managing Credit and Understanding Debt
Set up 12 Things to know before you Go
Managing Payments While Deployed
Savings and Financial Emergencies
TSP Contributions During Deployment
Life Insurance, SGLI and Other Potential Death Benefits
Insurance Health, Auto, Property
- TitlePost-Deployment
- Page Description
Returning home after deployment can be an exciting time and can bring with it, a number of changes. This is why it is important to concentrate on certain financial tasks so you can make the most of the extra money and resources related to your deployment.
The below video links, and the attached checklist and handouts will help guide you through many of the financial areas needing to readdress.
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Post-Deployment Course Overview
Financial Planning for Post-Deployment
Reassessing Your Goals After Deployment
Managing Debt and Understanding Credit
Transition to Other Financial Planning Topics
Updating Legal Documents After Deployment