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.
In recognition of #FinHealthMatters day, the AFCPE staff joins me to help answer the important question: What is financial health and why does it matter? At AFCPE we are passionate about supporting our professionals and working together to ensure that financial health is realized for all.
Technology, Financial Education
The pros and cons of using podcasts to educate yourself on personal finance
Luckily for smartphone users, there’s a variety of budgeting apps with a number of different features to meet your needs. Here are some things to consider when looking for a mobile budgeting tool.
As students of our profession, financial counselors are readily exposed to the necessary steps that lead to a successful and fulfilling retirement. We learn and pass on our knowledge about the importance of a spending plan, managing credit and debt, insurance, estate planning, the list goes on. However, while we account for the financial implications, too often we are not exposed to what it means to live in retirement. One term to know. Your RMD: Required Minimum Distribution.