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#IamAFCPE, You are AFCPE®, We are AFCPE

“Never doubt that a small group of thoughtful, committed, citizens can change the world. Indeed, it is the only thing that ever has.” ― Margaret Mead The theme of the 2016 AFCPE Symposium, November 16-18, in Louisville, KY is “Racing for the Triple Crown: Achieving Accreditation, Educating Clients, Changing Behaviors.” While naturally coordinating with...

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

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 helping people get control of their money and their debt.  Now she is living her passion and providing the education...

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Returning to College as an Adult

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, it’s important to decide: Is it worth taking on debt to go back to school? If you are...

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AFCPE MEMBERSHIP SPOTLIGHT: Don Blandin

As President and CEO of the Investor Protection Trust and the Investor Protection Institute, Don Blandin is passionate about investor education and protection. He has worked on programs that address topics including elder fraud and financial exploitation, as well as saving and investing for retirement. This month, take a few...

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Money, Addictions & Assessments

The most common reason for large credit card debt, unpaid bills, and lack of savings is the result of overspending, or not living within our means. While this is common knowledge in our society, why is it still such a struggle for so many Americans today? Why are we still...

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Daily Due Diligence (D3)

Author’s note: While recently counseling a soldier I discovered the conversation of investing was completely overridden by an ignorance of the “basics” –  monthly budget adherence and awareness of where their money was really going.  Hence the back to the basics discussion of daily (okay, weekly or monthly) due diligence was...

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Financial Literacy Day on Capitol Hill 2016

Another Financial Literacy Month is in the books. It is great to see the buzz and number of events nationwide increase every year. I had the pleasure again this year to represent AFCPE® at Financial Literacy Day on the Hill at the Hart Senate Office Building. The event began with the Jump$tart...

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AFCPE® MEMBERSHIP SPOTLIGHT: Mia Russell, AFC®

Mia B RussellEach month we spotlight an AFCPE® member who is making great strides in our field. This month, get to know AFCPE member, Mia Russell. Tell us a little bit about your background and what led you down the path to become a financial counselor & educator? My first position,...

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Financial Stress: Encouraging Students to Seek Help

According to the 2014 National Student Financial Wellness Study, a staggering 70% of college students are stressed about finances. This statistic is concerning on many levels. Research shows that financial stress is a strong factor in academic failure, can lead to health issues and is associated with negative financial behaviors.With more college campuses developing financial...

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Understanding Saving Behavior

The study of human behavior is fascinating. Why do two people in seemingly identical situations often make such different choices? What differentiates successful savers from those who are not? Furthermore, what can financial planners, counselors, and educators do to encourage savings behaviors and better support clients in their efforts to put...

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The Health-Wealth Connection

Financial fitness. Financial health. These terms are widespread in personal finance conversation, publication and even in financial practice promotion. As consumers, we understand the terms health and fitness. We know that eating well and exercising are important steps to physical well-being, just as we know that effective spending and saving...

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A Financial Literacy Month Challenge: Don’t Forget to Eat Your Vegetables!

Attendees of last year’s symposium, left feeling inspired. Inspired to build upon the professional relationships they made. Inspired to put acquired knowledge into immediate action. Inspired to share new ideas with professional friends, clients and colleagues. But perhaps one of the most unexpected results from the event, was a new...

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