Conscious Bill Paying

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...

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Bridging the Gap and Making an Impact

Has your work as a finance professional made an impact on an individual, organization or entire community? We want to hear about it! In anticipation of the 2017 AFCPE Symposium, we want to highlight the impact our professionals make day in and day out. Tell us how you, or your...

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Working Together to Strengthen the Continuum of Care

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...

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AFC® Spotlight: Mikelann Valterra, MA, AFC®

At AFCPE, we love seeing AFC® professionals whose passion shines through the work that they do, and who inspire others in creative and innovative ways! Our professionals come from different backgrounds and varying life experiences, but they all share an unwavering commitment to helping others achieve lasting financial wellbeing. Get to...

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AFCPE Welcomes 2018 Board Members!

AFCPE is excited to welcome four new Board members to the 2018 AFCPE Board of Directors. New board members were elected by AFCPE membership, ratified by the current Board of Directors, and will be sworn into their roles during the November AFCPE Board meeting, held in conjunction with the 2017 AFCPE...

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Balancing Family & Finances: How to Let Your Budget Breathe Under Pressure

“When I was your age…” We’ve all heard the stories about walking to school uphill both ways in the snow. Or how gas used to cost $0.50 and a Coke cost $0.25. Cue the eye roll and move the conversation forward. However, there’s another type of comparison story that isn’t...

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It’s Time to Break out the Blender!

There is a big change coming for the men and women serving in our armed forces, and it has the potential tosignificantly impact how they save and plan for retirement. This change is known as the Blended Retirement System or BRS. Beginning in January 2018, eligible service members, currently serving in any branch...

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#FinHealthMatters

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?...

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Did You Hear?

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...

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AFC® Candidate Spotlight: Michael Thomas Jr.

While we all come from different backgrounds and varying life experiences, we share an unwavering commitment to helping others achieve lasting financial wellbeing. At AFCPE, we love seeing AFC candidates whose passion shines through the work that they do, and who inspire others in creative and innovative ways! After watching...

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There’s an App for That!

6 Tips to Help You Find Your Smartphone Budgeting App These days I feel like I have an app for everything. Whether I’m grocery shopping, getting directions, or just killing time, I have an app that helps me with all these things. With all that time we spend on our...

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Surviving Retirement: RMD’s

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...

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