The Standard Newsletter
James Renshaw, AFC®
When working with clients interested in purchasing a home, one common question is, “What is a down payment assistance program?” Ultimately, a down payment assistance program helps qualified individuals and families pay for one of the burdensome upfront costs of homeownership. For clients who qualify, this could be an immense... Read More >
Kirby Williams
The Women-Owned Small Business Federal Contract (SBA WOSB) Certification process, changes in the Veteran-Owned Small Business Certification (VOSB)/Service-Disabled Veteran-Owned Small Business program (SDVOSB) process, and business services offered by the Small Business Administration (SBA) nationwide to help you. In 2019 I purchased Advantage Publications, the company that I had... Read More >
Heather Walrath, AFC®
Military service provides many benefits for family members. However, many benefits are misunderstood and underutilized. Here are four key programs you need to know to empower military and veteran families to use their earned benefits. Automatic Life Insurance Coverage for Families If a service member has Servicemember Group Life Insurance... Read More >
Meghan McInnes, AFC®, FFC®, FBS®
Generation Differences in Financial Literacy and Education was a practitioners’ forum discussion led by Schane Coker, AFC®, FFC® with panelists Donna (Dee) Gardner, AFC®, Jason Simpson, AFC®, FFC®, and Elaine Harrison, AFC®, FFC®. The goal of the panel discussion was to review complicated generationally-impacted case studies from a wide range... Read More >
Rachael DeLeon, Executive Director
New Year. New Goals. Let AFCPE Support You. I love the energy of a new year. The feeling of possibility. The excitement of setting new aims. The anticipation of trying something new. One of my favorite things to see in the AFCPE community is the sharing of goals – and... Read More >
Andi Wrenn
Being engaged with colleagues is one of the things I enjoy most about being on the Board of Directors for AFCPE. And this year I don’t expect to engage any less. As the 2023 President of the AFCPE Board I look forward to connecting to as many AFC’s, Candidates, and... Read More >
Dr. Barbara O’Neill, CFP®, AFC® Owner/CEO, Money Talk Financial Planning Seminars and Publications
Last month, I presented my 8th annual (2022) Personal Finance Year in Review webinar for OneOp. Below are dozens of important events and trends from the past year: High Inflation- The consumer price index (CPI) started out the year at a 12-month percentage change of 7.5% in January 2022, reached... Read More >
April Berggren-Batts
When a child joins your life, many thoughts and uncertainties quickly fill your head. Teaching about finances may get shoved to the back burner and before you know it your child is leaving home. It’s crucial to understand that many money habits are set by the age of 7. Luckily... Read More >
Grayson Hitt
Credit card scams have been apparent in recent years with the continuing development of technology. The credit card industry since its existence has been a viable target for thieves and hackers. More and more people are shopping online to find deals. This increase in online shopping is mostly due to... Read More >
By Meghan McInnes, AFC®, FFC®
2022 Symposium Recap on The Importance of Being a “Client” for Financial Planning Students: A Thematic Analysis of Financial Planning Students’ Experiences Meeting With A Planner The Importance of Being a “Client” for Financial Planning Students: A Thematic Analysis of Financial Planning Students’ Experiences Meeting With A Planner was presented... Read More >
By: Catherine Sorenson, AFC, Financial Educator with University of Maryland Extension
Loaded: Money, Psychology, and How to Get Ahead Without Leaving Your Values Behind, by Dr. Sarah Newcomb is a great book for all financial professionals. I read this book after hearing Dr. Newcomb speak at the Personal Finance Seminar in 2018 and being very interested in her presentation. She spoke... Read More >
Research to Practice Task Force
New Year’s Resolutions: Helping Clients Navigate Debt Reduction | Insights from the 2022 AFCPE® Symposium It’s that time of year when many people realize they’re awash in debt and make New Year’s resolutions to pay it off. Financial Counselors can use insights from the 2022 AFCPE® Symposium to help clients... Read More >