The Standard Newsletter
Don Fulton, Board President
One of my goals as Board President this year was to foster communication and learn more about AFCPE® as an organization. I invited each board and staff member to a half-hour confidential Zoom conversation. I hoped to identify themes using a safe space approach. I provided everyone with the same... Read More >
Rachael DeLeon, Executive Director
Gratitude Heading into the office earlier this week, I was drawn to the quiet beauty of the fall morning. The sun was not quite up, and the colors of the trees were vibrant – highlighted by early morning rays of light across a still dark sky. In that moment, the... Read More >
Sheri Evans
Getting money is like digging with a needle; spending it is like water soaking into sand. ~Japanese Proverb In this edition of the AFCPE Kids Corner, we are bringing you a Money Clues puzzle to go through with your young adults. This financial literacy terms focused crossword is a great... Read More >
Jesse M. Ketterman, Jr., PhD, AFC
Recently I was able to participate in the Let’s Talk Credit webinar led by Saudi Rogers. Saudi works with the United States Coast Guard’s Work Life Department as a Personal Financial Manager and is an Accredited Financial Counselor (AFC®). The focus of the webinar, as indicated in the title, is... Read More >
Andi Wrenn, AFC®
Pro Tips from the AFCPE® Community The biggest gathering of financial professionals affiliated with AFCPE® is almost upon us. Symposium brings together some of the most passionate people I have met who share personal finance within their communities. Whether you are attending symposium for the first time, or you have... Read More >
Kirby Williams
The Costs of Homeownership and How to Prepare My husband and I closed on a brand new home in May 2012. Situated in a Boston suburb, we were lucky to be shopping for a home in a time when the real estate market was not incredibly competitive (compared to the... Read More >
Lisa Whitley AFC® Chair, AFCPE Government Relations Task Force
Thanks to Schoolhouse Rock, we all know how federal laws get made. But do you know what happens next? Despite the voluminous length of most pieces of legislation, many of the finer implementation details are left out, to be specified later through regulations promulgated by the various federal agencies. To... Read More >
Susanne Frie
Financial Counselor’s Responsibility Our responsibility is to help our clients uncover potential threats to their financial well-being. This article can help equip financial counselors with knowledge to guide their clients in discovering the purpose of a prenuptial agreement, evaluating the pros and cons, and the considerations of what to include. ... Read More >
Blain Pearson and Megan McCoy
Having a Significant Other Reduced Financial Strain During the COVID-19 Pandemic Summary Summary: This quantitative study used data culled from the Health and Retirement Study (HRS). Significant others were defined as being in a committed, coupled relationship. This relationship was impactful in managing financial responsibilities as well as financial strain... Read More >
Abby E. Gilk
Estate Planning I am pursuing a master’s degree in Business Economics and a graduate certificate in Family Financial Planning in the Ness School of Management and Economics at South Dakota State University. Growing up, I always had an interest in understanding money, how it works, why it matters, and what... Read More >
Research to Practice Task Force
This qualitative study explored the perception of financial well-being among 30 professional women belonging to the middle to upper class in India through in-depth interviews. The major dimensions of financial well-being identified were financial adequacy, financial security, having control over one's finances, being independent, and having a balance in life.... Read More >
Mark Munzenberger
Advocacy: One Voice Can Change Someone's Life Introducing AFCPE's Advocacy Toolkit Many years ago, I remember studying for my first certification exam to become a financial counselor. One of the modules that stood out to me was on the topic of consumer protection, or more specifically, the many federal laws that... Read More >