Set A Goal, Make A Plan: America Saves Week 2015

As financial counselors and educators, we are well-versed in the value of savings and we share that information in a variety of ways to our clients and students. A Financial Educator may offer advice through a community course on budgeting. Financial Counselors work with clients to develop a tailored savings...

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Don’t be a Victim: 4 Simple Steps to Protecting Sensitive Financial Data

Let’s face it—our personal information is everywhere and criminals are eager to get a hold of it and use it for personal gain. In recent years we can’t escape the endless stream of news reports on data theft from major corporations and retailers. The technology and protocol used to protect...

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AFCPE Membership Spotlight: Alena Johnson

2014 Recipient of the AFCPE® Mary Ellen Edmondson Educator of the Year Award “My goal in teaching is to teach complex financial issues in a manner so that students can apply those concepts in their own lives.” Teacher, mentor, speaker, inspirer – there are many words to describe Alena Johnson and...

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To Know Who You Are

To know who you are, both personally and professionally is an amazing feeling. To have the confidence in knowing that conquering the world…or at least your little piece of it…is just around the corner is a heady feeling. To truly comprehend and be thankful for the fact that you can’t...

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3 Steps to Finding Funds You Already Have

There’s no way around it - financial struggles are can be both difficult and overwhelming. However, if you take some time to visualize where and how your money is being spent, you may find that you actually have more money than you thought.  “How,” you ask? Here are three simple...

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Credit Building: A Powerful Strategy for Financial Practitioners

A good credit history is crucial in today’s economy. Far more than just a number, a good credit score can make the difference in being able to access the affordable lending products necessary to go to college, buy a home, or start and grow a small business. Renting an apartment,...

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Annuities: Complex, perplexing. Worth it? Maybe, maybe not.

As a mix of part-time financial counselor and part-time retiree - and certainly more retiree than counselor - I’ve had to go through all the necessary steps to ensure my spouse and I have the funds needed to retire comfortably. I found this to be no easy task and if...

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AFCPE Membership Spotlight: Sharon Cabeen

2014 Recipient of the AFCPE® Celia Ray Hayhoe Distinguished Fellow AwardThis year, AFCPE was proud to recognize Sharon Cabeen as the recipient of the Distinguished Fellow Award. The honor goes to a colleague who deserves our greatest recognition for his or her significant and long-lasting contributions to AFCPE and to the...

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Are You Prepared to Address the Unique Financial Needs of People with Disabilities?

As the nation’s first nonprofit exclusively dedicated to improving the financial health and future for people with disabilities, National Disability Institute (NDI) has been the leader working at the intersection of the disability and asset development communities. What once started in the basement of a local D.C. bank has now...

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Serving Those Who Served

“Every day, our military families at home and abroad inspire us and remind us of our obligation to take care of those who do so much for our country.  As a grateful Nation, we pay tribute to the women and men who have made our military the finest fighting force...

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2014 AFCPE® Award Winners Announced!

AFCPE members are the people who really make things happen – they create policy, do the research, develop programs and work with people who need their expertise. ~Longtime AFCPE Member, Syble Solomon The AFCPE Board and Staff look forward to many aspects of the Annual Research & Training Symposium. We...

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The Role of Smart Phones in Financial Education

“Tell me and I forget. Teach me and I remember. Involve me and I learn” In other words, we learn the most by doing. Up until now, most financial education has attempted to "tell" or "teach".  Even in today's digital world, financial literacy has mostly consisted of transposing to computer screens...

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