Resource Center: News & Publications

The AFCPE® Blog

The AFCPE Blog is designed to provide new and insightful personal finance information for financial professionals – information that can be shared with both clients and consumers and provides new insights into education and practice.


Are your personal finances TOP SECRET?

Estate Planning, Financial Education

July 21, 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...


Advice for (Accidental) Landlords

Housing, Military, Financial Education

July 06, 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...


AFCPE MEMBERSHIP SPOTLIGHT: Don Blandin

#IamAFCPE, General, Saving, Financial Education

June 29, 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...


Preparing For Baby: Expect the Unexpected

Budget, Saving, Financial Education

June 16, 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...


A Thorough Conversation: “Should I get a credit card?”

Credit, Financial Education

June 09, 2016

Should I get a credit card? 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...


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