Blog

We’ve all heard the old adage: give a man a fish, and he’ll eat for a day, but teach a man to fish, and he’ll never be hungry again. It was with that in mind that MAX by AccessLex® was designed, to be a sort of personal finance bait and tackle...

November 07, 2017

Did you know that: 17% of Ohioans reported that over the past year, their household spent more than their income* 27% of Ohioans reported having medical bills past due* Nearly 60% of Ohioans do not have an emergency fund to cover three months, which means that individuals who are not...

October 25, 2017

Personal financial can be a touchy issue for many individuals. Consider this scenario: A client makes an appointment for a financial-planning consultation. As an Accredited Financial Counselor (AFC®), you ensure the client that you do not endorse, sell or promote any financial product line. Yet, even with this disclaimer, your...

October 17, 2017

Do you grumble and feel resentment while you pay bills? Does it feel like there’s never enough, and moving off the grid is beginning to sound better and better? Or do you feel lighthearted and grateful for the goods or services you have been provided? A mindful attitude toward your...

October 17, 2017

The AFCPE® professional membership network is made up of professionals from diverse areas of expertise, uniquely convening professionals across a vast continuum of care. To better serve our clients and positively impact financial wellbeing in our country, we believe it is essential that we work together to build a more integrated...

September 29, 2017

In recognition of #FinHealthMatters day, the AFCPE staff joins me to help answer the important question: What is financial health and why does it matter? At AFCPE we are passionate about supporting our professionals and working together to ensure that financial health is realized for all. What is Financial Health?...

June 27, 2017

When it comes to spoken word education and entertainment, podcasts are a media on the rise. Podcasts are similar to radio shows and are available in downloadable episodes. Episodes generally focus on a specific topic and can last anywhere from 5 minutes to 2 hours or more. They can be...

June 12, 2017

With consumers relying more and more on financing, debt collection has become a major problem for Americans. In January 2017 alone, the Consumer Financial Protection Bureau (CFPB) received 7,730 complaints about debt collection, far more than the complaints received for any other financial product or service by a margin of over...

May 09, 2017

Does a penny really amount to much in today’s American society? While stationed overseas, my family learned to live without pennies because they were not accepted at the facilities on base. They would round everything to the nearest $.05. Combining that with digital and electronic methods of keeping track of...

January 18, 2017

The National Endowment for Financial Education® (NEFE®) is a proud partner of the Association for Financial Counseling and Planning Education® (AFCPE®). NEFE has supported the annual AFCPE Symposium for many years as an exhibitor and strives to provide quality, research-backed resources for financial counselors and educators. Part of the power of this...

January 11, 2017

When you teach financial concepts, how do you help your clients or audience understand the concept? While it’s simple to teach that 2 + 2 = 4, it can be harder to help people comprehend the time value of money, opportunity cost, or longevity as it relates to retirement planning....

December 19, 2016

“Never doubt that a small group of thoughtful, committed, citizens can change the world. Indeed, it is the only thing that ever has.” ― Margaret Mead The theme of the 2016 AFCPE Symposium, November 16-18, in Louisville, KY is “Racing for the Triple Crown: Achieving Accreditation, Educating Clients, Changing Behaviors.” While naturally coordinating with...

September 30, 2016