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Lisa Philios, AFC®

Let’s face it, identity theft is here to stay. Sony, Target and JP MorganChase Bank, to name a few, all had data compromised, as highlighted in Newsweek’s 2014 The Year in Cyber Attacks (www.newsweek.com/2014year-cyber-attacks-295876). Cyber attacks against large corporations validate one thing: thieves and hackers are not backing down. This... Read More >

Barbara O’Neill

The term “digital assets” refers to personal information that is stored electronically on either a computer or an online “cloud” server account. Anyone who uses e-mail on a computer, has a password protected cell phone, uses social media, makes online purchases, or pays bills or does banking online has digital... Read More >

Michael Gutter, Ph.D.

Greetings from the AFCPE President’s Office!  After a harsh winter for many of you, we are happy to say that spring has sprung. AFCPE has been hard at work this winter with much to show for it! Our team of AFCPE staff, Board and the Symposium Task Force are working... Read More >

Desiree Kaul

If you suddenly had to take over your parents’ finances, would you be prepared? Although many of us don’t want to think about a time when we will be the caregiver for our parents, it is better to find out the information you will need before a crisis happens. Here... Read More >

Rebecca Wiggins

Greetings from the AFCPE National Office! The 2014 Annual Research and Training Symposium in beautiful Bellevue, Washington was packed with terrific sessions, cuttingedge research, new resources and a lot of networking! Each year, the Symposium provides an opportunity to celebrate the organization’s growth. This year was especially exciting with a... Read More >

Chris Waclawik

Individuals who have a debt cancelled or forgiven can find themselves in for an unpleasant surprise when tax season arrives. Generally, a debt that has been cancelled or forgiven by a lender must be included as income on that year’s tax return just as if the money had been earned... Read More >

Attiyya S. Ingram

For the majority of clients who meet certain income criteria, a Roth IRA has been their preferred way to save for retirement. Unlike a traditional IRA or 401(k), the Roth IRA allows for the growth of compound interest that will never be taxed. It is this feature, the growth of... Read More >

Jean Chatzky, Barbara O’Neill

The Difference: How Anyone Can Prosper in Even the Toughest Times is not the first book to describe research-based characteristics of the wealthy. Dozens of books about millionaires have been written during the last two decades starting with The Millionaire Next Door in 1996. What sets this book apart is the... Read More >

Ted Digges

There are two mega trends going on right now that have converged to create a terrific opportunity for both the financial services industry and the men and women who have honorably served in the armed forces of the United States. First, the financial services industry has an aging and demographic... Read More >

Jill Anne Ladouceur

This year, AFCPE was proud to recognize Sharon Cabeen as the recipient of the Distinguished Fellow Award. The honor goes to a colleague who deserves our greatest recognition for his or her significant and long-lasting contributions to AFCPE and to the field. It also must represent someone who exhibits the... Read More >

Jill Anne Ladouceur

Outstanding Consumer Information Award Dr. Rita Green is the Family Financial Management State Specialist for Mississippi State University Extension Service where she provides leadership in personal financial education under the broad categories of basic money management, credit control, fraud and identity theft, estate planning, housing, youth financial literacy and homebuyer... Read More >

Katie Leiva, Linda Thede, Tiffany Hays, Mel Stephens, Andi Wrenn

The 2014 AFCPE Research and Training Symposium provided informative sessions on the art and science of financial counseling. If you weren’t able to attend, or you want a refresher, here attendees provide a synopsis of their favorite sessions: Advancing Financial Counseling as a Profession—General Session Reviewed by Michelle Pimentel -... Read More >