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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.


There's an App for That!

Technology, Budget

June 02, 2017

Luckily for smartphone users, there’s a variety of budgeting apps with a number of different features to meet your needs. Here are some things to consider when looking for a mobile budgeting tool.


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.


The Pain of the PCS Process

Military

May 24, 2017

Four tips to help a military family plan, prepare, and save as they prepare for a relatively quick move this PCS season.


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.


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