Retirement Planning Advice For Vietnam Vets



Since it’s Veterans Day, I thought it would be a good time to speak with an expert on retirement planning for Vietnam vets. Many of them, of course, are either getting close to retiring or are already in retirement.

I talked with Carlos Perez, assistant secretary at the American Armed Forces Mutual Aid Association (AAFMAA), the longest-standing U.S. not-for-profit association for veterans and their families. Perez spent 26 years in active duty Army leadership, with deployments to Bosnia, Iraq and Afghanistan.

Before I share his advice about big picture, big money topics, I wanted to also mention that Kiplinger’s just published a handy articleabout assorted Veteran’s Day-related here-and-now little freebies for vets. They range from free entrées at Applebees and Olive Garden and a free “build your own Grand Slam” breakfast at Denny’s to a free tall coffee at Starbucks to a free basic oil change at Meineke to free haircuts at Sports Clips and Great Clips (the Great Clips cuts are redeemable through Dec. 31 for veterans who stop by on Veteran’s Day). These may be especially welcome to retired vets living on fixed incomes.

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