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The AFCPE® Blog

The AFCPE Blog is designed to provide new and insightful personal finance information for financial professionals – information that can be shared with both clients and consumers and provides new insights into education and practice.


Surviving Retirement: RMD’s

Retirement

May 30, 2017

As students of our profession, financial counselors are readily exposed to the necessary steps that lead to a successful and fulfilling retirement. We learn and pass on our knowledge about the importance of a spending plan, managing credit and debt, insurance, estate planning, the list goes on. However, while we account for the financial implications, too often we are not exposed to what it means to live in retirement. One term to know. Your RMD: Required Minimum Distribution.


Surviving Retirement: It’s About Diversification

Retirement

May 16, 2017

As students in our profession, financial counselors are typically exposed to the necessary steps that lead to a successful and fulfilling retirement. We learn and pass on our knowledge about the importance of a spending plan, managing credit and debt, insurance, estate planning, the list goes on. However, while we account for the financial implications, too often we are not exposed to what it means to live in retirement. For me, living means continuing to maintain my certification and to work in this field.


How Financial Counseling Professionals Can Help Millennials Save for Retirement

Credit, Retirement, Saving

January 27, 2017

Saving for retirement has always been a challenge, but it's harder than ever for many Americans today. One in three people have no retirement savings at all, and more than half of all adults have saved $10,000 or less.


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