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Student Loan Essentials

Student loans have become an important part of the advisor/client relationship. Most clients, and most advisors, however, find student loans confusing and difficult to manage. This post will walk you through the essentials that all advisors need to understand about student loans.  Types of Loans Student loans fall into one...

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Strengthen Your Financial Preparedness for Emergencies Big and Small

Disasters and emergencies take time, money and resources away from other priorities. So why aren’t we doing more to be prepared? In collaboration with the AFCPE, the Federal Emergency Management Agency (FEMA) has compiled financial preparedness resources on the AFCPE website for financial professionals to reference and review with clients...

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What to know about the new health reimbursement arrangements

Two new health reimbursement arrangements—the Individual Coverage HRA (ICHRA) and the Excepted Benefit HRA (EBHRA) are officially on the market, on the heels of a big push for flexibility and accessibility in the healthcare market. Looking to attract talent and make the most of their benefits budget, companies across the...

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#FridayFollow: Siblings with a Spirit to Serve

Carl and Carletha Windom are Accredited Financial Counselors® (AFC®) who have a spirit to serve. As siblings, the Windoms have a strong family history of military service. Their individual and collective experiences have given them an understanding of the unique challenges that military service members face, instilling a passion to...

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AFCPE Community: FTC offers you free client resources

AFCPE members and the FTC have a lot in common. As financial counselors, coaches, and educators, you work to help improve the economic well-being of individuals and families. As the nation’s consumer protection agency, the FTC also educates people across generations about issues that affect their daily lives, including their...

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First-Gen Financial Aid Tips: Understanding Some Infamous Acronyms

On Friday November 8, 2019 colleges and universities across the U.S. celebrated the 3rd annual First-Generation College Celebration Day!1 As a first-generation student who has worked with fellow first-generation students, I know there are many terms used in higher education whose meaning is not easily understood by every student and...

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#ResearchWednesday: How do money-lessons taught by family at an early age affect the development of money habits and skills?

Financial literacy has become a popular topic of study and research. For several years now, academics have advocated for more financial literacy education in schools, and public funding for other such programs. At face value, this seems like a good thing: the more financial education the better. But this assumes...

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Having Money and Understanding Money: Two Different Things

We are surrounded by money. We use it every day. But, for many, there is not enough accessible instruction to make a difference.  For years, schools assumed parents were teaching money management skills and parents assumed the schools were teaching it.  The end result is that many people were never...

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Challenge Yourself: Getting the Most out of the AFCPE Symposium

 Hello all, I don’t know if you are like me, but I love to attend conferences, and there are so many reasons why I love them. I really enjoy connecting with people who have a passion similar to mine, and I love getting fantastic ideas for things to do, or...

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#ResearchWednesday: Your money or your values? Young Adults’ Relationship Choice

Today, more couples are delaying marriage. Many are choosing to cohabit before marriage or instead of marrying, and this is especially true among young adults. Money, specifically not enough of it, is often cited as a reason for this decision. Our study explored this possibility with survey data from 424...

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#ResearchWednesday: Counselors share lessons about working with diverse clients

 At times financial counseling with culturally diverse clients may seem daunting and counselors may be unsure of how best to connect with their clients and help them effectively. This was true for some of the counselors we interviewed as part of our research, "Financial Counselors’ Experiences Working with Clients of...

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Are you Financially Prepared for a Natural Disaster?

September is National Preparedness Month, which recognizes the importance of community preparation and planning for disasters and emergencies. All disasters – from wildfires to hurricanes – come with their own unique set of challenges to consider during preparation; however, regardless of the type of disaster your community may face, one...

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