Protect Your Future: Mid-Year Check
For Marines, financial readiness is just as critical as physical readiness.
A mid-year financial check is a simple but effective way to stay on track by reviewing your budget and Servicemembers’ Group Life Insurance (SGLI) benefits.
Taking time now can help prevent issues later and strengthen your overall financial resilience.
Review Your Budget
Start by assessing your income, recurring expenses, and any outstanding debt.
Compare your actual spending to your planned budget and identify opportunities to reduce unnecessary expenses or redirect funds toward savings and financial goals.
Even small adjustments can make a meaningful impact over time.
Update Your SGLI Benefits
Next, review your Servicemembers’ Group Life Insurance (SGLI) coverage.
SGLI provides critical financial protection for your loved ones, so it’s important to ensure your beneficiary information is accurate and up to date.
Life events such as marriage, divorce, or the birth of a child may require updates.
Use the SGLI Online Enrollment System (SOES) through MilConnect or visit your personnel office to confirm your coverage and beneficiaries.
SGLI Benefits Infographic
Plan Ahead
Take a few minutes to evaluate your financial goals and determine if adjustments are needed.
Whether it’s increasing savings, reducing debt, or seeking professional guidance, proactive planning helps ensure your finances support your mission, your family, and your future.
Just as you conduct routine equipment checks to remain mission-ready, a mid-year financial review helps you stay prepared in all aspects of life.
Setting aside 30–60 minutes now to review your budget and SGLI benefits can help protect your loved ones and keep you in control of your financial future.
Need Support?
Personal Financial Managers (PFMs) at your installation offer free financial education and support on budgeting, savings, and more.
