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#MyFinLitStory: Lindsay Wilson, AFC® candidate

My personal finance journey began young. I was the second daughter in my family accepted into an Ivy League college. I didn’t realize until the second semester into my education how bogged down I would be by student loan debt. Going to college seemed to be the path I was...

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#MyFinLitStory: Veena Rathi, AFC® candidate

My relationship with money has changed over the years. As a child my first memory of money was receiving some change from my dad who was of Indian descent. I remember giving a dollar to my best friend for her 9th birthday. My mom and dad owned a store and...

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#MyFinLitStory: Cayla Piccolo, AFC®

My name is Cayla and I am a military spouse. I want to show people that adventure is something that can be budgeted for. I can’t wait to continue educating military members through financial literacy and helping them push beyond the limits most people have of living paycheck to paycheck!~...

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#MyFinLitStory: Alana Stowe, AFC®

My Grandfather, Bob, had an incredible impact on my life and has influenced many of my career decisions as an adult. I was very close to my Grandparents growing up and spent a lot of time with them during summer breaks. After I graduated from high school, I lived with my Grandparents...

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#MyFinLitStory: Sean McPhilamy, AFC®

Enlisting in the U.S. Coast Guard provided a stable and a predictable sense of finances, and I did develop some solid saving habits. But soon the rest of my world, the stresses and the emotional ride, got the better of me.  Behaviors became abysmal.  I acted out, and used money as...

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#MyFinLitStory: Darlette McCormick, AFC®

A Friend Along the WayAs a financial counselor, I often find myself using phrases like “Sister, I feel you” or “Brother, you’re preaching to the choir”. One of the first steps in building a relationship with clients is to establish a rapport with them. Nothing sets the tone better than being open...

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#MyFinLitStory: Vanessa McNelley, AFC®

I never knew that learning how to live well on little and living within my means would truly make or break me in life.  I learned the "envelope system" from my sweet grandparents growing up. My parents worked long hours and my grandparents taught me about life. I learned to...

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#MyFinLitStory: Kristian Brennon

My spark for financial literacy arose from Dave Ramsey’s Financial Peace high school curriculum when I was 16. I was captivated by how freeing a budget could be! Fast forward, in college I worked at a non-profit called Rapha House that provides aftercare and safe houses for victims of human...

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#FridayFollow: Where Faith and Financial Understanding Meet

Amanda Burke is the co-founder and author of Camp Change Ministries. She is an Accredited Financial Counselor® (AFC®) with more than 15 years of experience in the financial industry. She is also pursuing the CFP®(Certified Financial Planner) designation.AFCPE: You’ve been an AFCPE Member since 2018, but we just recently were introduced...

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#ResearchWednesday: Financial Advice and Other Desirable Financial Behaviors

Research brief contributed by Keith MorelandExciting Findings:The most exciting findings of my paper1 are that obtaining financial advice is associated with improved (more productive) financial behaviors, such as avoiding bank overdrafts, paying credit card balances on time and in full, establishing a retirement account, and checking credit scores/reports. Further, this association is...

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#FridayFollow: The Power of Connections

Andi Wrenn, AFC® is a financial counselor who is passionate about helping people make great financial decisions. She is equally as passionate about helping other financial professionals make connections and build a rewarding career. As an early recipient of the FINRA Foundation Military Spouse Fellowship, Andi’s supportive presence has been a...

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Behind the Numbers: Understanding the Survey of Consumer Finances

Research is not about numbers but rather, telling a story. In family economics it often is about the relationship of household characteristics such as income and education, to investment decisions, retirement adequacy, and general household well being. A frequently used source of data is the Survey of Consumer Finances (SCF) conducted by...

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