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Erica Tobe, Ph.D.

This quarter’s research briefs focus on the importance of savings and understanding saving behaviors when working with clientele. To reflect AFCPE’s commitment to help make research more palatable, here are three research articles that provide a sound base for savings and have implications when working with clientele. “Savings Goals and... Read More >

Jinhee Kim

You may think of the AFCPE Board of Directors when there are nominations and elections of Board members. But, what does the elected Board do in the role of serving our organization? Some of the obvious, visible ways you may see board members is at the annual symposium when we... Read More >

Jennifer Lear

Recognizing when there are other professionals who might be in a better position to help our clients may be one of the best ways to help them. Clients fall into many categories—some can be helped by a financial counselor, some may be assisted by a referral to an attorney, some... Read More >

Rebecca Wiggins

Greetings from the AFCPE® national office! As we prepare for another productive year ahead, I wanted to take this opportunity to reflect on the exciting growth we experienced in 2015. Thank you for helping us make the 2015 Symposium a huge success. We had record attendance, terrific sessions, and outstanding exhibitors.... Read More >

Ronald A. Howard, Clinton D. Korver, Heather L. Baker

My search for material to provide continuing education credits in ethics led me to this truly remarkable book, Ethics (for the Real World): Creating a Personal Code to Guide Decisions in Work and Life by Ronald A. Howard and Clinton D. Korver. Having been frustrated and bored to tears while... Read More >

Barbara O’Neill

In 2015, I became a “phan” of American Pharoah (AP), the first horse ever to win the “Grand Slam” of thoroughbred horse racing: the Triple Crown (Kentucky Derby, Preakness, and Belmont Stakes) and Breeder’s Cup Classic. I saw him race three times and was enamored, not just by AP, but... Read More >

Ron Lieber, Mary Crawley

Ron Lieber, personal finance columnist for the New York Times, creates a how-to guide for raising financially fit kids in his book, The Opposite of Spoiled. Lieber tackles the difficulties of broaching the subject of money with our kids, outlines a different purpose for allowances, and recognizes the difficulties of... Read More >

Laura Wittig

2015 MARY O’NEILL MINI GRANT: Erica Tobe & Brenda Long for Starting Over After Foreclosure Dr. Erica Tobe is an Extension Specialist and fixed term Assistant Professor for Michigan State University. She holds a BS in Family and Consumer Resources, Masters in Clinical Social Work, and Ph.D. in Lifespan Human... Read More >

Sara Croymans, Elizabeth Kiss, Lisa McLain-Sharp

Each year, the AFCPE Research and Training Symposium committee and staff work diligently to provide members with the deepest, most innovative and impactful content available in financial counseling and planning education. The 2015 event, in Jacksonville, Florida in November, 2015, upheld the high standards that you have set for education... Read More >

CFP® Rutgers Cooperative Extension, Barbara O’Neill, AFC®, Ph.D.

At the 2015 AFCPE Symposium, a strong case was made for incorporating research into professional practice. Benefits of research were reviewed along with consequences when research is lacking (i.e., anecdotes instead of evidence) and how to become a better consumer of research. To address the latter, The Standard will now... Read More >

Rebecca Wiggins

I want to send my best to all of you and hope your year has started off well. I am honored to serve as the AFCPE President in 2016. I want to acknowledge Michael Gutter, our most recent past president (2015). I appreciate his leadership in helping the Board refine... Read More >

Lila Quintiliani, MA, AFC®

With the cost of tuition and board at a public university rising over 62 percent in the past 15 years, it’s no wonder that Americans are doing whatever they can to try to save for their children’s education. In the first six months of 2015, total investment by Americans in... Read More >