eLearning for U.S. Military Members

Learn. Create a Plan. Shape your Financial Future.

Interactive Financial eLearning

Interactive financial eLearning courses that help you develop practical money management, investing, and retirement planning skills so you can make informed financial and retirement planning decisions. Courses are always current for tax laws, returns, tax-smart saving plan rules. Customized for the Blended Retirement System (BRS), Thrift Savings Plan (TSP) and IRAs.

You can create personal action plans tailored to your goals with guides provided by Debbie Mason, a Certified Financial Planner™ professional.

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What makes Dmason Financial Different?

Every interactive eLearning program is designed to help you build practical financial skills through engaging planning exercises and trusted resources.

Interactive eLearning

Interactive eLearning

Learn by doing by entering your personal goals and savings into worksheets and calculators.

Financial Plan

Create Your Plan

Complete plan steps throughout each course and finish with your personal financial action plans.

Resources

Lifelong Resources

Continue learning with helpful references and trusted websites you can return to at any time.

Confidence

Financial Confidence

Develop practical money management and investing skills so you can make informed financial decisions.

Choose Your eLearning Course

To improve your financial knowledge and money management

Money with shining lightbulb

Be Money Smart

Build strong money skills.

  • Budgeting
  • Emergency Funds
  • Credit and Debt
  • TSP and IRA Basics

Make your plan with a
step-by-step guide.

emergency

Build Your Rainy-Day Fund

Prepare for unexpected disasters.

  • Saving, spending, debt
  • Safe savings options
  • Emergency fund use
  • Savings withdrawal without loss

Build your fund with a
step-by-step guide.

TSP planning graph

Plan Your TSP Strategy

Choose tax-smart savings.

  • TSP, Roth TSP, IRA, or Roth IRA
  • Tax-smart contribute & withdraw
  • Potential savings growth
  • After-tax monthly payments

Make a plan with a
step-by-step guide.

Customized for U.S. Military BRS Retirement Systems (BRS)

For those who entered service after January 1, 2018 OR those who switched from Legacy to BRS.

Choose your eLearning Course

To improve your financial and retirement planning

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TSP, Retirement, and Financial Planning

Early- or Mid-Career (more than 10 years to retirement)

Learn TSP, tax-smart investing, retirement planning.

  • Identify goals and savings needed.
  • Plan a tax-smart saving strategy for TSP, Roth TSP, and IRAs.
  • Choose and allocate investments for your goals.
  • Estimate savings growth and retirement income.

Make your plan with a step-by-step guide.

Grow Savings graph

TSP, Retirement, and Financial Planning

Late-Career (within 10 years of retirement)

Learn more than at a pre-retirement seminar.

  • Maximize contributions to retirement savings before you retire.
  • Eliminate remaining debt.
  • Estimate retirement income needs and potential income..
  • Choose and allocate investments for inflation-adjusted income.
  • Evaluate withdrawal options and potential income from savings.

Make your plan with a step-by-step guide.

Start now to improve your financial future