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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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