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Brent Neiser

There is a weight problem in America—no, not that weight problem, it is a growing stack of unaddressed financial "to-dos" cluttering the minds, emotions, attention spans and well-being of many Americans. From spending and debt to savings and retirement, housing and health care to college and credit, there are myriad financial... Read More >

Michael G. Thomas Jr.

Financial empathy matters because it creates a safe space where people can express their financial vulnerabilities without the fear of shame. Empathy, as defined by the Merriam-Webster dictionary, is "the action of understanding, being aware of, being sensitive to, and vicariously experiencing the feelings, thoughts, and experiences of another of... Read More >

Andre Milteer

Anthony ('Tony') Robbins is best known as a motivational and seminar speaker, personal counselor to celebrities, and a late-night television infomercial regular. Writing and promoting a number of best-selling books and programs, leading with "Unleash the Power Within," Robbins has expanded his footprint into the personal financial education publication genre.... Read More >

David Allen Ammerman

Over the past few years, Research Briefs have been published in The Standard with an intent to help practitioners become better consumers of research (O’Neill, 2016). The approach followed by most authors of Research Briefs has been to summarize a few research papers on a given topic, drawing out the... Read More >

Jerry Buchko

So here we are, my final President's letter of 2018 for The Standard. In hindsight, this year of service has gone by so much faster than I could have imagined. It really feels like only yesterday that I woke up and looked at the calendar, feeling both a bit nervous... Read More >

Rebecca Wiggins

If you are like me, you blinked, and summer was over! We are in full symposium planning mode and hope to see you in Norfolk, Virginia this year for another week of cutting-edge field research, exceptional training, and tools you can use in your everyday practice. Our program theme is... Read More >

Cherie Stueve

Locating affordable continuing education (CEU) opportunities is a treasure hunt for AFC®s and other types of professionals. National conferences—such as the annual AFCPE® Research and Training Symposium—are great ways to learn, network, renew virtual relationships, and travel. But the downside is time off from family and work, as well as the... Read More >

Jennifer Lear

In the seven years that I have worked as a financial counselor, I have counseled over 1,000 people. Daniel and Lisa, a veteran and his wife, were one of my greatest success stories. They are in their 40s and have two children, ages 4 and 14. I have never met... Read More >

Stephen Newland

How many of you are like me in that if you don’t have a calendar invite or a task written down then it doesn’t get done? I can think of at least 30 different tasks or meetings that are repeating on my calendar (okay, maybe I’m a little obsessive about... Read More >

Andrew Zumwalt

In 2017, a tax bill was introduced in Congress called the “Tax Cuts and Jobs Act of 2017” but was renamed “An Act to provide for reconciliation pursuant to Titles II and V of the concurrent resolution on the budget for fiscal year 2018.” The change was required by the... Read More >

Laura Hendrix

Like it or not—as a consumer, you are being nudged. Someone is actively trying to influence your decisions. Some of the obvious examples are advertising, visual merchandising, and sales tactics.  In the book, Nudge, authors Richard H. Thaler and Cass R. Sunstein describe how choice architects can nudge consumers toward... Read More >

Task Force

Journal Articles The AFCPE® Research Task Force has a lofty agenda for 2018. The biggest contributions you will notice from the task force are related to theJournal of Financial Counseling & Planning (JFCP). We are actively reading, summarizing, and creating what we believe to be the key takeaways for  practitioners from the... Read More >