The Veteran's Financial Playbook
A Complete Guide to VA Compensation Management, Tax Strategy, Investment Planning, and Long-Term Wealth Building for Veterans
Your Toolkit Includes
Editable guides, templates, trackers, and calculators designed to be used alongside the book. Each file mirrors a concept or chapter from the guide — download what you need, fill it in, and build your civilian life with the same discipline that built your military career.
The Veteran's Financial Playbook
FWD Assist Publishing
Built by Joshua Christopherson. VA disability claims educator. Air Force and Air National Guard disabled veteran with hands-on VSO experience.
Get the one-page veteran's financial master checklist.
Free printable PDF that distills this toolkit into one page you can take to your next appointment.
No sales calls. Unsubscribe any time.
About This Topic
A comprehensive personal finance guide for veterans covering the unique financial landscape of veteran life: VA disability compensation and its tax treatment, the Thrift Savings Plan and rollover options, the Blended Retirement System, GI Bill housing allowance strategies, and long-term wealth building using the financial foundation that military service provides.
What the Book Covers
Key topics and takeaways from The Veteran's Financial Playbook:
Who This Is For
- Veterans who want to build a real financial plan
- Active duty servicemembers preparing for transition
- Veterans with TSP accounts who need rollover guidance
- Anyone who wants to understand the tax treatment of VA compensation
Download the Entire Toolkit
All 16 files in one zip · 0.2 MB
Companion Toolkit
16 files for The Veteran's Financial Playbook — Organized by where you are in the transition.
Assessment & Preparation
4 files
Rating Threshold Benefits Checklist
XLSXChecklist of benefits that unlock at each rating percentage threshold
13 KB
State Benefits Research Template
DOCXResearch state-level veteran benefits available in your state
11 KB
VA Compensation Income Planner
XLSXPlan household income including VA compensation and civilian earnings
10 KB
Career & Employment
4 files
Benefits Threshold Filing Guide
DOCXIdentify the rating thresholds that unlock additional VA benefits
10 KB
Combined Rating and Benefits Calculator
XLSXCalculate your combined rating and see which benefits each level unlocks
9 KB
CRDP CRSC Coordination Guide
DOCXNavigate Concurrent Retirement and Disability Pay and Combat-Related Special Compensation
10 KB
Financial Planning
7 files
Financial Playbook Master Checklist
DOCXMaster checklist covering every financial action in the playbook
10 KB
Investment and Retirement Planner
XLSXPlan long-term investments and retirement including VA and civilian sources
10 KB
Predatory Lending Defense Guide
DOCXIdentify and avoid predatory lending schemes targeting veterans
10 KB
Tax Free Income Strategy Guide
DOCXReference guide to VA disability tax benefits and filing considerations
11 KB
VA Home Loan Comparison Tools
XLSXCompare VA home loan options against conventional and FHA loans
10 KB
How to Use This Toolkit
Every file is yours to keep. The Word documents (.docx) are your guides, templates, and planning tools — open them, fill in your information, and use them as you build your civilian life. The spreadsheets (.xlsx) are your trackers and calculators — they include real formulas that do the math for you. Save them to your computer and update them as your situation changes.
Related Topics
The Veteran Entrepreneur Playbook
The Veteran's Complete Business Startup Guide
After the DD-214
How to Navigate VA Benefits, Employment, and Finances When the Military Stops Paying You
Earn More Without Losing Your TDIU or VA Pension
How to Earn Income, Start a Business, or Return to Work Without Triggering a Loss of Your TDIU or VA Pension
Disclaimer: FWD Assist HQ and FWD Assist Publishing provide educational resources only. Nothing on this page constitutes legal advice, medical advice, or accredited representation. Always consult with an accredited VA attorney, claims agent, or Veterans Service Officer for personalized guidance.