Changing banks seems simple until you actually try it. You open the new account in ten minutes, then realize that your entire financial life is quietly tied to the old account. Their salaries get there. Subscriptions pull from there. Dozens of small transactions are automated every month, most of which you haven’t thought about in […]
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Thinking about money is the last thing you want to do after the death of a loved one, but you need to decide on its final disposition. For centuries, burial was the most common option, but in recent years cremation has become very popular. It’s easier and less expensive than a traditional burial, which often […]
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“I made a lot more money this year than last year. Am I about to owe the IRS a huge bill?” If that’s the question you typed into the search bar at 11 p.m., the honest answer is: probably yes, and probably more than you think. more. reward. About 1099 side income, maybe a partner […]
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Enterprise-level contract management creates operational blind spots that can cost organizations millions annually. When teams can’t access important terms, manual workflows bottleneck approvals and delay revenue. Compliance risks hide in untracked commitments, while missed renewals negotiate value. What makes a contract lifecycle management (CLM) platform great is its ability to eliminate these inefficiencies while adapting […]
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Episode 154: The Power of Saying Yes: Building a Career in Financial Well-being with Jarrod Taylor Download the text or Watch on YouTube! Career-defining opportunities often start with a single “yes.” In this episode, Jarrod Taylor, AFC®, Director of Education and Community Engagement at AFCPE, talks about his unlikely journey in the financial wellness profession, […]
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Navigating health insurance for the first time often requires managing your own finances and deciphering jargon like deductibles, copayments, and network restrictions. If you’ve outgrown your parents’ plan or started a new job, you may be wondering where to start. Working with a licensed health insurance agent simplifies the process and helps you find affordable […]
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We are pleased to announce the release of our Q1 newsletter, expertly crafted by our dedicated newsletter staff. This edition highlights important topics like mastering your money mindset, ADHD awareness, and financial fun in the summer. These topics align deeply with AFCPE’s mission to positively impact the financial well-being of all people by ensuring the […]
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Money conversations are emotional for any family, but in blended families, they often come with additional layers of loss, loyalty, and complexity. In this episode of Real money, real expertsHe is joined by Dr. Brandi Baxter and Rachel DeLeon Mikael Van Cleef, CFP®a doctoral candidate at Texas Tech University and a U.S. Coast Guard veteran, […]
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In this episode of Real money, real expertswe welcome back fan favorite Brian Low, award-winning educator, author, and financial advisor, to share something a little different: his groundbreaking book Renewed framework. Ryan walks us through his seven-step process for identifying and transforming limiting beliefs—the inner work that often determines whether we will achieve lasting success. […]
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In this episode of Real money, real expertsDr. Brandi Baxter sits down with financial advisors Alicia Lawrence and Jane Larson to explore why real financial change goes beyond the numbers. They discuss the power of motivational interviewing, empathy, and curiosity in helping clients discover the “why” behind their financial habits. From overcoming the fear of […]
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