Blog
#FridayFollow: No Fear Finance
Getting to know Sara DeSantis, AFC® Candidate Sara is a professional of many skills and wears many hats! She is a librarian working as a content portfolio specialist on-site at Eli Lilly and Company where she manages all of the subscriptions and journals for the library. She has also been...
August 27, 2021
Read More >#FridayFollow: Building an Accessible Financial Coaching Practice
Getting to know Melissa Mittelstaedt, AFC® Candidate Melissa is a Money Coach for women entrepreneurs, whether they have a side hustle, a full time 1099 operation, or run a small business --she partners with them to ensure financial stability. AFCPE: What led you to a career in personal finance? And...
August 06, 2021
Read More >Thanks For Your Service: 3 Ways Military Members Can Receive Special Treatment for Their Student Loans
Active-duty military members, including reservists serving under active orders, face special challenges in the timely servicing of their student loans. In recognition of this, Congress has provided legislative and regulatory relief both specific to military service as well as to public service in general. While some of these provisions are...
June 30, 2021
Read More >Immigrant Heritage Month
Written By: Catalina Laschon, AFC® Candidate & Meghan McInnes, AFC®, FFC® We’re seeing more and more examples of financial counselors and coaches educating and advising the immigrant community. Immigrants are called by many names: foreign national, alien, expat, adoptive citizen, 1st generation, and the list goes on. Meanwhile, they all...
June 28, 2021
Read More >#FridayFollow: A Celebration of Equality, Unity, and Acceptance
Getting to know Michael Roush, MA, AFC® Michael Roush, M.A., AFC® is the Director of the Center for Disability-Inclusive Community Development (CDICD) at National Disability Institute (NDI). His work is focused on building a better financial future for communities that are often left out of mainstream social, economic, and educational...
June 18, 2021
Read More >How Do I Celebrate Pride Month as a Financial Professional?
Celebrate Pride with AFCPE! June is LGBTQ+ Pride Month! Pride is a time to celebrate and recognize the work of LGBTQ+ Accredited Financial Counselors®, Candidates, and Members and their impact on the field. Pride is also an opportunity for all of us, as financial professionals, to ensure that we are...
June 01, 2021
Read More >FridayFollow: Helping Immigrants Go from Surviving to Thriving
Getting to know Adina Appelbaum, AFC® candidate Adina Appelbaum is a financial and online business coach for immigrants and their families. She is also an immigration lawyer at a non-profit. Together with her husband, Mauricio, Adina started Immigrant Finance, with the mission to “empower immigrants and their families with personal...
May 21, 2021
Read More >#FridayFollow: Get to Know AFCPE’s Newest Staff Member
My Name: Zulairam Ruiz-Agosto (pronounced zoo-lie-rum in English) My Work: Member Services Coordinator. My role is to make sure you are all getting the best experience out of your AFCPE® Membership. My Roots: I was born in Puerto Rico and grew up in the Bronx, NY (you’ll hear my fabulous accent...
March 19, 2021
Read More >#FridayFollow: Meaningful work wherever life takes you
Meaningful work wherever life takes you As we enter the application period for the 2021 FINRA Foundation Military Spouse Fellowship, we approached two 2020 FINRA Foundation award-winning Fellows with some Friday Five questions. Learn more about their passion for this work and why others should apply for the fellowship program.The...
February 26, 2021
Read More >#FridayFollow: Get to Know AFCPE’s New 2021 Board Members
Welcome, Brandy Baxter, AFC®, FFC® My Work: Financial Coach and CEO, Living Abundantly My Roots: Born and raised in Toledo, OH. I grew up with a loving, hard working mother and three sisters. My Passion: I’m passionate about illuminating the space in someone’s mind with ideas and strategies to give them hope...
February 05, 2021
Read More >#FridayFollow: Helping Artists Find Financial Freedom
Jennifer Latimore is an actor who works in theatre, film, and television. She is currently working toward earning her AFC® certification.AFCPE: Tell us a little about your professional journey, and what inspired you to pursue the AFC® certification?Jennifer: Never have I felt that the word ‘unique’ more accurately describes me...
January 29, 2021
Read More >Leveraging Strength with an Equitable Money Mindset
We know that money is already often weighing on people’s minds, especially those with critically low incomes. During these times of extreme uncertainty, people’s main financial concerns become even more immediate rather than long-term. The National Endowment for Financial Education found that 7 out of 10 people are concerned with their finances...
January 25, 2021
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