The program assists Marines and their families in achieving and sustaining personal financial readiness by providing personal financial education, training, counseling, and financial information and referral. A solid understanding of personal finances will build confidence in facing financial challenges, responsibilities and mission readiness.

Financial Resources for Service Members and Families

My Money
Making the most of your money starts with five building blocks for managing and growing your money -- The MyMoney Five (Earn, Save & Invest, Protect, Spend, Borrow). Keep these five principles in mind as you make day-to-day decisions and plan your financial goals. This website is organized around the MyMoney Five principles so you can quickly identify resources and tools to help you in these areas.

READY
Ready is a National public service campaign designed to educate and empower the American people to prepare for, respond to and mitigate emergencies, including natural and man-made disasters.

Personal Financial Management - Virtual Counseling

Virtual Counseling is available online via a government-approved application (GVS/DCS) or DSN phone.

Request an appointment today by emailing mcbb_ppdr_request@usmc.mil.

Spillover Method for Catch-up Contributions to the Thrift Savings Plan

Beginning January 1, 2021, the Federal Retirement Thrift Investment Board (FRTIB) will implement a new method for catch-up contributions called the “spillover” method. (Participants will continue using the TSP’s current catch-up program through the end of 2020.) Spillover will apply to all active civilian and uniformed services members turning age 50 or older. It will help simplify our catch-up program for both participants and agencies or services.

How Spillover Works:

Under the prior catch-up program, TSP participants had to make a separate affirmative catch-up election every year by submitting Form TSP-1-C, Catch-Up Contribution Election (Form TSP-U-1-C for uniformed services members) or electing to make catch-up contributions through their electronic payroll systems. Payroll offices then submitted catch-up contributions to the TSP on special payroll records indicating that the contributions were catch-up contributions.

Starting January 1, 2021, the TSP will no longer use Form TSP-1-C, TSP-U-1-C, or the special payroll records that designate contributions as catch-up.
GET DETAILS HERE: Bulletin 20-1.


Command Financial Specialist Material

2022 CFS Course Schedule:

  • March 21-25, 2022
  • June 13-17, 2022
  • August 22-26, 2022
  • October 31-November 4, 2022

Requirements to Attend CFS: 

In accordance with MCO 1700.37, the minimum qualifications for assignment as a unit CFS are:

  • Minimum pay grade is E6 and above.
  • Highly motivated and financially stable.
  • Have no record of Letters of Indebtedness/Non-Sufficient Funds/NJP/Poor performance counseling above the rank of LCPL
  • Successfully complete the Leading Marines Course and MCI's 3420 and 3422 on Personal Financial Management
  • Must have at least one year remaining on station/present command at completion of CFS Course
  • Participate in continuing education such as CFS forums and refresher training.

If you would like to sign up for one of our CFS classes, please contact any Marine & Family Programs Office, PFM, or email MCBB_PPDR_Registration@usmc.mil with the following information:

  1. Name
  2. Pay Grade
  3. Branch of Service
  4. Unit
  5. Command
  6. Phone Number
  7. Email address
  8. PCS Date

CFS Handouts: 

2022 CFS Refresher Schedule:

  • Friday, October 21, 2022


2022 CFS Roundtable Schedule:

  • Friday, September 2, 2022
  • Friday, November 30, 2022

*If you have problems opening a link by directly clicking on it, please right click and select open on the pop-up menu.*

NCOFF Material

The non-Commissioned Officer for Financial Fitness course is designed to a train Corporals and Sergeants who will provide peer to peer influence. They will support the PFMP staff and CFS by performing outreach to target Marines in the ranks of E1-E4 to increase the awareness of the authorized services and programs available to young Marines and why financial fitness is part of mission readiness.

Qualifications of the NCO for Financial Fitness

  • Rank of E-4 or E-5
  • Be a volunteer.
  • Be command endorsed.
  • Have no record of NJP or poor performance counseling above the rank of LCpl.
  • Successfully complete the Leading Marines course and the current MCI 3420 and 3422 Personal Financial Management course.
  • Meet Marine Corps physical fitness standards.
  • Have a record of financial stability as indicated by completion of a financial planning worksheet, with a Debt-to-Income Ratio that does not exceed 30 percent, and no record of LOI or NSF. For assistance with the CFF screening process, COs may refer to the CFS or PFMP staff for guidance Screening shall be completed prior to training.
  • Have a successful interview with PFMP staff.
  • Be goal-oriented and motivated with good oral and presentation skills.
  • Have received a Standards of Conduct rating of at least 4.0 and Standards of Proficiency rating of at least 4.0 on their most recent performance evaluation.
  • Have at least one year remaining at the command at time of CFF course completion.

*If you have problems opening a link by directly clicking on it, please right click and select open on the pop-up menu.*


Financial Fitness

Credit Card Act

Equal Credit Opportunity Act

Fair Debt Collection Practices Act

Annual Credit Report

Consumer Credit Counseling

*If you have problems opening a link by directly clicking on it, please right click and select open on the pop-up menu.*

Financial Planning

Retirement

Retirement Calculator 

Social Security

 

 *If you have problems opening a link by directly clicking on it, please right click and select open on the pop-up menu.*  

Save and Invest

Saving vs. Investing

  • Saving 
    • Saving is setting aside money that you want to be able to access quickly, with little or no risk
    • Meant for short and intermediate term goals (1-5 years)
  • Investing  
    • Investing is buying assets such as stocks, bonds, mutual funds, or real estate assuming that your investment will make money for you 
    • Meant for long term goals (5+ years)

Resources for Saving & Investing

FINRA.org

Thrift Savings Plan

COLA Calculator

 

*If you have problems opening a link by directly clicking on it, please right click and select open on the pop-up menu.*  

Credit

Credit Card Act

Equal Credit Opportunity Act

Fair Debt Collection Practices Act

Annual Credit Report

Consumer Credit Counseling

*If you have problems opening a link by directly clicking on it, please right click and select open on the pop-up menu.*

 

Housing

 Housing and Urban Development - HUD

 VA Home Loan

 Making Home Affordable

 Rural Housing  Assistance

 Troubled Asset Relief Program

*If you have problems opening a link by directly clicking on it, please right click and select open on the pop-up menu.*  

 

Loans

Home Loans

VA Home Loans


Home Loan Modification Programs

Making Home Affordable 

Troubled Asset Relief Program


Student Loans

Loan Forgiveness


Consumer Loan Awareness

Service Members Civil Relief Act

Calculators

Saving Calculator

Loan Calculator 

401(K) and IRA Minimum Required Distribution Calculator 

Choose to Save

The Financial Industry Regulatory Authority (FINRA) Tools and Calculators webpage has a multitude of Resource Tools, Calculators, Analyzers and Quizzes and Games available (some of which are included above) to assist individuals in effectively managing their finances.

*If you have problems opening a link by directly clicking on it, please right click and select open on the pop-up menu.*  

Financial Workshops


Marine and Family Program Contact Information

Marine and Family Program (Hansen)
 Hours
Sunday CLOSED
Monday 7:30AM - 4:30PM
Tuesday 7:30AM - 4:30PM
Wednesday 7:30AM - 4:30PM
Thursday 7:30AM - 4:30PM
Friday 7:30AM - 4:30PM
Saturday CLOSED
Holiday Hours

Marine and Family Programs (Courtney)
 Hours
Sunday CLOSED
Monday 7:30AM - 4:30PM
Tuesday 7:30AM - 4:30PM
Wednesday 7:30AM - 4:30PM
Thursday 7:30AM - 4:30PM
Friday 7:30AM - 4:30PM
Saturday CLOSED
Holiday Hours

Marine and Family Programs (Foster)
 Hours
Sunday CLOSED
Monday 7:30AM - 4:30PM
Tuesday 7:30AM - 4:30PM
Wednesday 7:30AM - 4:30PM
Thursday 7:30AM - 4:30PM
Friday 7:30AM - 4:30PM
Saturday CLOSED
Holiday Hours

Marine and Family Programs (Kinser)
 Hours
Sunday CLOSED
Monday 7:30AM - 4:30PM
Tuesday 7:30AM - 4:30PM
Wednesday 7:30AM - 4:30PM
Thursday 7:30AM - 4:30PM
Friday 7:30AM - 4:30PM
Saturday CLOSED
Holiday Hours

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