Blog

“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...

September 30, 2016

A Reflection on Where We've Come. A Glimpse at Where We're Going. A Shared Mission https://youtu.be/JAUwed4Ytuo?list=PLinFRuk-bOJwAtUAMIZcTLkR2FHeudiss September 14, 2016 Click edit button to change this text. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

September 14, 2016

Whether it’s your first AFCPE® Symposium or your 26th AFCPE Symposium (à la Dr. Barbara O’Neill), we guarantee you will walk away with new ideas, new connections and new resources to use in your work and practice. That said, a few good tips always come in handy.Together, our self-proclaimed “Twitter Queens” (a...

August 31, 2016

Client SupportWhen working with clients in a classroom setting or during a one-on-one session, it’s great to have tools and resources available to help support them in their journey toward their goal. It provides the client with an opportunity to take their future by the reigns and consider solutions that...

August 24, 2016

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...

July 27, 2016

Recently, I attended a funeral for a much-loved, elderly friend. He adored his wife and spoiled her every day. Throughout their marriage, he took care of the bills, handled their portfolio, and never bothered her with investment worries. However, after his passing, she found herself in the dark about their...

July 21, 2016

Most people know that saving for retirement is important, but many Americans don’t have an easy way to get started. A recent report from the Pew Charitable Trusts found that more than 30 million full-time employees in the United States don’t have access to retirement savings plans at work. Other barriers, like...

July 18, 2016

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...

July 13, 2016

For many military families, summertime means moving time. With the approach of a PCS, you may find yourself faced with decisions about what to do with the home you have purchased at your current duty station.  Should you sell or should you keep the home as a rental property? What...

July 06, 2016

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...

June 29, 2016

Preparing for a baby is a challenge. Luckily, there are all types of websites to help guide you on what to expect when you’re about to become a parent. There are resources to advise you on the gadgets you’ll need and where to find the best deal, guidelines on how...

June 16, 2016

It’s a question our younger clients ask regularly, and it’s one I have received recently from my children. The quick and easy answer might be, “Yes, of course you must obtain a credit card to build your credit!”. And, while establishing credit is a chapter firmly entrenched in the book...

June 09, 2016