Blog

The road to zero – the path you’ll take to pay your federal student loans down to zero – takes strategy and planning.  To create a successful strategy, you will need to reflect on your personal, professional and financial goals as well as your current financial situation.While it may seem...

January 09, 2018

When your clients are telling you the sensitive, private details of their financial lives, are you listening? I mean really listening? I’ve personally experienced two levels of listening, and perhaps others identify with these tiers as well. Basic Listening: This first level entails gathering enough information to grasp the speaker’s main point...

January 03, 2018

It is almost Christmas time, and the song “Santa Claus is coming to town” keeps playing over and over. For me, the key lines of this jingle are “He knows if you’ve been bad or good so be good for goodness sake.” The implications of this are clear: Good kids will get...

December 27, 2017

One of the things I love most about AFCPE is the diversity and depth of our professionals. Each one brings a different area of expertise and experience from across the field of personal finance, from research to practice. This connected, dynamic network is a hallmark of AFCPE. This year’s Annual...

December 19, 2017

On Monday, December 11, we hosted a #BridgingtheGap twitter chat. Special guests, Heather McCulloch, director of Closing the Women's Wealth Gap, and Tom Shapiro, author of Toxic Inequality and thought-leader on the racial wealth gap provided us with a deeper dive into America’s wealth gap and gave us a platform to discuss what...

December 12, 2017

At this year's Symposium, we discussed the importance of #BridgingTheGap of wealth our country is facing. To continue the conversation and further spread the word, we invite you to join our Twitter chat on Monday, December 11 featuring special hosts Heather McCulloch, director of Closing the Women's Wealth Gap, and Tom Shapiro, author and thought-leader on the racial wealth...

December 04, 2017

Most people, at some point in their life, decide to get a pet. They see the puppy in the window or the horse in the show ring and fall in love. Before making such a purchase it is important to ensure that the budget has room to spare. Owning an...

December 01, 2017

"At AFCPE, we believe in motivating change, in bridging gaps, in making connections with knowledge and empathy. Because we know that the best way to impact our culture is by improving individual lives." Thank you to the AFCPE Members and certified professionals who make an incredible impact in the lives of the...

November 15, 2017

Bridges enable people to get from one place to another. People go places they couldn’t go before, or previously had to find an ineffective way to get there. At Zeiders Enterprises, Inc. we have a network of financial professionals that includes AFC® credentialed professionals who help Service members go places they...

November 13, 2017

Personal Financial Planning at Kansas State University (K-State) is a nationally recognized and award-winning program that prepares students to work in diverse professions in personal finance. Known for excellence in educating and training students, the K-State Personal Financial Planning program helps to equip students with strong technical and soft skills...

November 10, 2017

My goal as the creator of Money Habitudes® has been to make it easy for people make the connection between our financial behaviors and our emotional messages. When individuals seem to be facing the same financial challenges repeatedly, it’s a good bet that their behavior is actually fulfilling an important emotional...

November 09, 2017

It all started with scribbled notes on the back of a napkin. As a financial coaching organization led by experienced frontline practitioners, we were all too aware of the gaps programs face that can take precious time away from serving customers, such as finding access to the resources and answers that...

November 08, 2017