The Standard Newsletter
Rachael DeLeon, Interim Executive Director
As we approach the 8th month of 2022, I’m reminded that there is a lot to celebrate! We continue our ongoing celebration of #30yearsofAFC! Take a moment, if you haven’t already, to leave a message on our Birthday Kudoboard! We’re preparing to launch a refresh of our Money Management Essentials... Read More >
Michele Godfrey, AFC®
Greetings, AFCPE members and friends. I am thrilled to be welcoming in the summer, and I have enjoyed connecting with family and friends I have not had the opportunity to connect with for quite some time. Even though many of us have been able to execute our travel or staycation... Read More >
Mark Munzenberger
The AFCPE Government Relations Task Force spends time each meeting discussing some of the most pressing legislative issues currently facing our country, and ultimately the impact it has on the individuals and families we work with. There are few issues that generate as much lively discussion as the topics of... Read More >
Krista Kretzschmar, CFP®
In 2006, World Elder Abuse Awareness Day (WEAAD) was established by the International Network for the Prevention of Elder Abuse and the World Health Organization at the United Nations to provide an opportunity for communities around the world to promote a better understanding of abuse, neglect, and financial exploitation of... Read More >
Dr. Mary Bell Carlson
I hope you’ve been able to tune into some of the great conversations we’ve had on Real Money, Real Experts podcast this season. If not, here are some of the highlights with quick links for easy listening! Download your favorites and catch up on your daily commute or morning walk. ... Read More >
April Berggren-Batts
Summer can bring many opportunities to spend money. Without a plan, this can lead to excessive credit card debt. Let us take a minute to discuss how to develop a plan to avoid debt completely, how credit cards can cost you money, and how to avoid and minimize debt now. ... Read More >
Dr. Barbara O’Neill, CFP®, AFC® Owner/CEO, Money Talk Financial Planning Seminars and Publications
I recently read Retirement Planning Guidebook, a 453-page tome by retirement researcher and American College professor Dr. Wade Pfau, cover to cover. As an age 60+ adult and a CFP® professional, I consider myself fairly well informed about retirement planning topics. Nevertheless, there were still many valuable insights. Whether you... Read More >
Jacquie Carroll, Ed.D, AFC
You Had Me at Hello: Three Strategies for Making Initial Connections Introduction Anyone who has ever tried to teach personal finance either to a client, a group of workshop participants, or actual college students, knows that all too often, eyes glaze over and shoulders shrug—let’s face it—personal finance is not... Read More >
Michele Godfrey, AFC®
Greetings from the AFCPE President’s Office! It feels like winter lasted incredibly long, but now Spring has finally arrived! During what seemed like the longest cold season ever, the AFCPE staff, Board of Directors, and Task Forces have been working hard to bring you another exceptional year of services and... Read More >
Rachael DeLeon, Interim Executive Director
Happy Birthday, AFC®! This year marks the 30th birthday of the Accredited Financial Counselor® (AFC®) certification program, and we have a lot to celebrate! Whether you are an AFC, an AFC candidate, or simply someone who has been positively impacted by the AFC, please take a few moments to share... Read More >
Krista Loew, AFC®
The management of money can be both simple and complex. On one hand, you can follow these well-known tenets. “Accumulate dollars by saving more than you spend.” “The sooner you start, the greater the benefit of compounded earnings.” On the other hand: “What do I do if I lose... Read More >
Syble Solomon
Title: Money and Divorce: The essential roadmap to mastering financial decisions Author: Lili A. Vasileff, CFP, MAFF, CDFA; President of the National Association of Divorce Financial Planners. Publisher: American Bar Association (ABA), 2017 Pages: 293 Website: https://wealthprotectionmanagement.com/ Contact: Lili@Divorcematters.com / 203-622-4911 As everyone knows who has experienced divorce personally, worked... Read More >