The Fall Planning Checklist Every Veteran Should Review Before Year-End

Calvin Harvey II

Published on: 06/09/2026

Fall is the right time for veterans and military families to review their coverage, update their documents, and make sure everything is in order before the year ends. Here is the checklist I walk through with the people I serve.

veteran planningfall checklistyear-end planningveteransfamily protectionestate planninglife insurancebeneficiary review

The One Form That Could Change Everything: Updating Your Beneficiary Designations

Calvin Harvey II

Published on: 11/08/2026

Most veterans haven't looked at their beneficiary designation forms since they first signed up for coverage. Here's why that matters — and how to fix it.

beneficiary designationsveteran planningestate planningmilitary familylife insurance

Your DD-214: The Most Important Document You Own as a Veteran

Calvin Harvey II

Published on: 10/08/2026

Your DD-214 is more than a discharge form. It's the key to VA burial benefits, estate planning, and family protection. Learn why every veteran needs to know exactly where theirs is.

DD-214veteran benefitsestate planningburial benefitsmilitary dischargeveteran planningfamily protection

VA Burial Benefits: What's Actually Covered and What Your Family Still Needs to Plan For

Calvin Harvey II

Published on: 09/08/2026

Most veterans assume the VA covers everything when it comes to burial. I want to break down exactly what is covered, what is not, and what your family still needs to have ready before that day comes.

veteran burial benefitsVA benefitsmilitary funeral planningveteran planninglegacy planning