Resource Center: News & Publications

The AFCPE® Blog

The AFCPE Blog is designed to provide new and insightful personal finance information for financial professionals – information that can be shared with both clients and consumers and provides new insights into education and practice.


How much should I be spending in the different budget categories?

Budget, General, Financial Education

July 08, 2015

Recently in a personal finance class, some of the students asked me how much they should be spending in the different budget categories, such as housing, groceries, and so on. I’ve always seen...


NEEDs and WANTs: Finding a Balance

Budget, General, Financial Education

May 06, 2015

Sometimes we just need to get back to the basics. What is your definition of a need? How do you define a want? A popular movement in America is the minimalist approach. By their lifestyle and...


The Most Under-Utilized Tool for Gaining Control of your Finances

Military, Budget, General

March 06, 2015

Working part time as a PFC, I help military families regain control of their finances.  Some come to see me as an order from their commander while others come voluntarily, looking to regain control...


Broaden Your Strategies for Saving

Budget, General, Financial Education

February 24, 2015

Rational explanations for not saving typically follow expressions like: “I’d like to save, but…”, or “I think saving is important, but…” Intuitively, we know we should save. The importance of...


Set A Goal, Make A Plan: America Saves Week 2015

Budget, General, Financial Education

February 23, 2015

As financial counselors and educators, we are well-versed in the value of savings and we share that information in a variety of ways to our clients and students. A Financial Educator may offer...


Back to Top