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.


Guidelines for Participating in Employer Contribution Savings Programs

General

May 13, 2010

What guidelines are accepted for how to save/invest in company-contribution savings programs such as 401Ks when the person changes jobs every 2-5 years? Are strategies different than when you...

Employer Contribution Savings


How vs. What

General

February 09, 2010

When was the last time you focused on the "how" instead of the "what" of your practice? As financial educators and counselors, we often find our practice revolves around providing answers and...


New Year's Resolution

General

February 04, 2010

How many of you have made progress on those New Year's resolutions? And more importantly, how many of your clients or program participants have? What are people doing that results in their...


Effects of Unemployed Teens

General

January 26, 2010

Unemployment for Americans aged 16 to 19 is at an all time high – 27%. It’s a segment of our workforce that has been hard hit by the recession, yet largely overlooked. Though unemployment among...


Free Income Tax Assistance Tool

General

January 20, 2010

Please be aware of a new tool that helps clients find free income tax assistance anywhere in the nation: http://extension.missouri.edu/hes/taxed/vitasites.htm The search tool allows you to...


Back to Top