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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.


Don’t be a Victim: 4 Simple Steps to Protecting Sensitive Financial Data

General

February 12, 2015

Let’s face it—our personal information is everywhere and criminals are eager to get a hold of it and use it for personal gain. In recent years we can’t escape the endless stream of news reports on...


AFCPE Membership Spotlight: Alena Johnson

Symposium, #IamAFCPE, General, Financial Education

January 28, 2015

2014 Recipient of the AFCPE® Mary Ellen Edmondson Educator of the Year Award “My goal in teaching is to teach complex financial issues in a manner so that students can apply those concepts in their...


To Know Who You Are

General

January 27, 2015

To know who you are, both personally and professionally is an amazing feeling. To have the confidence in knowing that conquering the world…or at least your little piece of it…is just around the...


3 Steps to Finding Funds You Already Have

Budget, General, Financial Education

January 23, 2015

There’s no way around it - financial struggles are can be both difficult and overwhelming. However, if you take some time to visualize where and how your money is being spent, you may find that you...


Annuities: Complex, perplexing. Worth it? Maybe, maybe not.

General

December 23, 2014

As a mix of part-time financial counselor and part-time retiree - and certainly more retiree than counselor - I’ve had to go through all the necessary steps to ensure my spouse and I have the funds...


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