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 >

Andi Wrenn

The Value of the AFC® One of the most important things you can do this year is to share the value you have as an Accredited Financial Counselor ®. Even if you are an AFC® candidate, it is important to be able to communicate your own value.  What do you... Read More >

Rachael DeLeon, Executive Director

It’s Symposium season! I love fall in the Midwest – the vibrant colors of the leaves, the sounds of Friday night football games, and the frosty morning walks with my kids on our way to work and school. Autumn brings with it a feeling of nostalgia and eager anticipation. And... Read More >

Michele Godfrey

Greetings, AFCPE Members and Friends, In less than one month, we will host our 2022 AFCPE Symposium.  I am excited to travel to Orlando, Florida - Florida, my home state, and Orlando, home of my Alma Mater, the University of Central Florida.  I am most grateful for the opportunity to... Read More >

Mark Zeigler

This past summer I decided to take a chance to meet some other AFCs and candidates and read a highly-rated book at the same time by participating in the Nudge book study by Andi Wrenn.  Having completed the book study, I want to highly recommend these book studies to all... Read More >

Elizabeth Wolleben Yoder, CFP®

A note on language: Some people are advocates for person-first language, for example stating that they have Autism. Others are strong advocates in the opposite direction, using identity language, stating that they are Autistic. Many others don’t care and like to order language for ease of use and flow of... Read More >

Glen R. Cone

Most of the time people contact an advisor only when they feel they need to, and certain milestone events trigger that need, it is as simple as that. Some events we universally all will experience, and the significance they can have, often ripples across two or more generations. Late-in-life planning... Read More >