Blog

With so many obstacles to saving, how do we help bridge the savings gap for individuals and families, helping to turn savings goals into successful realities and small steps into lasting financial well-being? On Tuesday February 27, @AFCPE hosted a Twitter Chat to discuss ways to overcome obstacles to successful savings...

February 28, 2018

When I received the welcome into the FINRA Foundation Military Spouse Fellowship program I was excited about the opportunity to earn the career-enhancing AFC® certification mark. I felt proud and well on my way to achieving my personal and professional goals. But I also knew that I was just getting started and would have...

February 05, 2018

My family and I were sitting around the dinner table after Christmas, talking about the future. Where would we go when we retire one day? Where would my millennial children live and work? (The oldest embarked on her career about a year ago. The other two are in college.) Would...

January 29, 2018

As a personal financial counselor, I often meet with clients who find themselves in a spiral of debt and don’t know how to get out of it. The debt spiral is when someone takes on debt and then gets behind on their payments. After trying different tactics, with little success,...

January 22, 2018

As AFCPE membership continues to grow, so does the diversity and reach of our professionals. To ensure that the AFCPE Board of Directors is representative of the larger membership community, this Fall the Board voted to expand the current board constituencies. The new structure will better reflect and represent our...

January 16, 2018

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