The Standard Newsletter
Stephen Newland, AFC®
About nine months ago, I set off on a journey to lose 70 lbs in a year's time. I started the journey by first getting educated about how to achieve this and figuring out what tools could help me. Once I had a plan together I was ready to start... Read More >
Andi Wrenn, AFC®
A lot of time is spent on setting financial goals, saving money, and reducing spending on wants for months or even years. Then comes the time to spend that money that took so long to save. It is great when our clients are excited about saving money and making SMART... Read More >
The National Flood Insurance Program content team
April is National Financial Capability Month, a great time to check in with your clients about how prepared they are financially for disasters or emergencies. FEMA’s National Flood Insurance Program, together with the Association for Financial Counseling & Planning hopes that by encouraging individuals to have a financial plan for... Read More >
Rebecca Wiggins
Each year, the AFCPE symposium feels like a celebration of our collective growth and impact, and a chance to reconnect to our mission and to one another. The excitement and passion of our professionals is inspiring and contagious. You would be hard pressed to find another organization full of such... Read More >
Carrie Johnson, Ph.D., AFC®
The keynote speaker Harriet Dominique, President of The USAA Foundation and President of The USAA Educational Foundation, spoke about leadership lessons she has learned during her career at USAA. Harriet began her career in 1989 answering phones and was an entry-level member service representative at USAA. She served in a... Read More >
Stephanie Yates, PhD, AFC®, CFP®
In this session, a panel of presenters discussed issues facing financial counselors and coaches related to the racial wealth gap and what we can do to address it. The panel included: MC Dyalekt, Pockets Change Saundra Davis, Sage Financial Solutions Yolanda Jackson, Force of Life Fayetteville Darren Liddell, The Financial... Read More >
Carrie Johnson, Ph.D., AFC®
Research is essential in determining how to work with clients. Even if you don’t conduct research yourself, chances are the practices and tools you use in your daily lives have been informed by some research. Researchers from across the country know that their work has implications for practitioners and consumers,... Read More >
Carrie Sorenson
For me, finance and finance education became a part of my life unexpectedly. After a Bachelors in psychology and a Master’s in Public Health, I started my career with extension. I applied for a job with University of Maryland Extension focusing on healthy living, wellness, and financial literacy. I was... Read More >
Trish Savage, M.S., AFC®
7TWELVE – A Diversified Investment Portfolio with a Plan, by Craig Israelsen, PhD AFCPE core skills include guiding clients and offering strategies as they work to achieve their financial goals. This book review is offered as a suggested resource for those with an AFC® accreditation who may need to... Read More >
Barbara Chilton, AFC®
In a recent Associated Press health poll, approximately 10 to 16 million people in the US have reduced physical health due to high debts. For those with self-reported high debt stress, 27 percent had ulcers or digestive tract problems compared to 8 percent who reported low debt stress. Moreover, the... Read More >
Jesse Ketterman, Jr, University of Maryland Extension, Maria Pippidis, University of Delaware Cooperative Extension
The beginning of the New Year always leads to thoughts about wellness. For some people it is financial wellness while others think about physical wellness. Flexible spending accounts, health savings accounts, and health reimbursement accounts can be a tool that helps bridge the gap between physical wellness and financial wellness.... Read More >
Rebecca Wiggins
AFCPE Newsletter Q4 2019 Executive Director’s Message As I sit down to write this, Autumn is in the air and Summer felt like a blip on the radar. I hope you enjoyed a restful summer and that you are gearing up for a fantastic 2019 symposium in Portland, Oregon! The... Read More >