Blog

We’ve all heard the old adage: give a man a fish, and he’ll eat for a day, but teach a man to fish, and he’ll never be hungry again. It was with that in mind that MAX by AccessLex® was designed, to be a sort of personal finance bait and tackle...

November 07, 2017

A good credit history is crucial in today’s economy. Far more than just a number, a good credit score is a prerequisite for everyday financial services like a low-cost credit card, a bank account or car loan. A good credit history can make the difference in accessing the affordable lending...

November 06, 2017

Did you know that: 17% of Ohioans reported that over the past year, their household spent more than their income* 27% of Ohioans reported having medical bills past due* Nearly 60% of Ohioans do not have an emergency fund to cover three months, which means that individuals who are not...

October 25, 2017

Whether you joined the military or you married into the military, this life choice came with several battlefields. While you probably prepared yourself for wartime battlefields, you may not have considered some of the battlefields within your own home. Every day you are faced with countless decisions affecting your finances....

October 23, 2017

Personal financial can be a touchy issue for many individuals. Consider this scenario: A client makes an appointment for a financial-planning consultation. As an Accredited Financial Counselor (AFC®), you ensure the client that you do not endorse, sell or promote any financial product line. Yet, even with this disclaimer, your...

October 17, 2017

Do you grumble and feel resentment while you pay bills? Does it feel like there’s never enough, and moving off the grid is beginning to sound better and better? Or do you feel lighthearted and grateful for the goods or services you have been provided? A mindful attitude toward your...

October 17, 2017

Has your work as a finance professional made an impact on an individual, organization or entire community? We want to hear about it! In anticipation of the 2017 AFCPE Symposium, we want to highlight the impact our professionals make day in and day out. Tell us how you, or your...

October 10, 2017

The AFCPE® professional membership network is made up of professionals from diverse areas of expertise, uniquely convening professionals across a vast continuum of care. To better serve our clients and positively impact financial wellbeing in our country, we believe it is essential that we work together to build a more integrated...

September 29, 2017

At AFCPE, we love seeing AFC® professionals whose passion shines through the work that they do, and who inspire others in creative and innovative ways! Our professionals come from different backgrounds and varying life experiences, but they all share an unwavering commitment to helping others achieve lasting financial wellbeing. Get to...

September 28, 2017

AFCPE is excited to welcome four new Board members to the 2018 AFCPE Board of Directors. New board members were elected by AFCPE membership, ratified by the current Board of Directors, and will be sworn into their roles during the November AFCPE Board meeting, held in conjunction with the 2017 AFCPE...

September 27, 2017

“When I was your age…” We’ve all heard the stories about walking to school uphill both ways in the snow. Or how gas used to cost $0.50 and a Coke cost $0.25. Cue the eye roll and move the conversation forward. However, there’s another type of comparison story that isn’t...

August 03, 2017

There is a big change coming for the men and women serving in our armed forces, and it has the potential tosignificantly impact how they save and plan for retirement. This change is known as the Blended Retirement System or BRS. Beginning in January 2018, eligible service members, currently serving in any branch...

July 11, 2017