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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.


AFCPE Membership Spotlight: Linda Jacob, AFC®, CFP®

#IamAFCPE, General, Financial Education

July 27, 2016

Linda Jacob was an inaugural recipient of the FINRA Foundation Military Spouse Fellowship back in 2006. After years working in various banking positions, she recognized that her true passion was...


Are your personal finances TOP SECRET?

Estate Planning, Financial Education

July 21, 2016

Recently, I attended a funeral for a much-loved, elderly friend. He adored his wife and spoiled her every day. Throughout their marriage, he took care of the bills, handled their portfolio, and...


Help More People Start Saving:

Saving

July 18, 2016

Encourage Your Clients to Save with MyRA Most people know that saving for retirement is important, but many Americans don’t have an easy way to get started. A recent report from the Pew Charitable...


Returning to College as an Adult

General

July 13, 2016

There are many middle aged adults who see further education as a path to a better paying career or an opportunity to pursue new interests. However, with the ever-rising cost of higher education,...


Advice for (Accidental) Landlords

Housing, Military, Financial Education

July 06, 2016

For many military families, summertime means moving time. With the approach of a PCS, you may find yourself faced with decisions about what to do with the home you have purchased at your current...


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