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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 >

Carrie L. Johnson

As someone who is interested in how practitioners can change clients’ financial behavior, I have been looking to the use of nudge theory. Thaler and Sunstein wrote a book called Nudge: Improving Decisions About Health, Wealth, and Happinesswhich is featured in this quarter’s book review. While searching for research related to... Read More >

Jerry Buchko

I feel like I just finished writing one these for the Spring issue! Now I look up and it’s already time for the Summer letter. Where does the time go?! Speaking of time, AFCPE is celebrating the 25thanniversaryof the AFC©mark at the Symposium this year! A quarter century of growth and... Read More >

Rebecca Wiggins

Each time I sit down to write this article, I am amazed at how quickly time passes and how busy the AFCPE staff is! We are excited to share just a bit of what we’ve been up to the first half of 2018. 2018 Strategic Planning In June the Board... Read More >

Laura Hendrix

Josh Fields and Ryan Nicodemus, two 30-something guys who ditched lucrative corporate careers for simpler lifestyles, are The Minimalists. You may have seen their movie, read the blog, visited the website, listened to the podcast or seen the challenge on Facebook. Their latest book is a collection of essays written... Read More >

Andrea Clark

I’m Andrea Clark and I have a problem. Numbers. I love them, and I’m proud to admit it. I graduated from college in 1992 with an engineering degree but entered the workforce at a time when virtual careers and telecommuting were not options. So, as a young military spouse, I... Read More >

Ted Digges

There are two mega trends that have converged to create a tremendous opportunity for both the financial services profession, and the men and women who have honorably served in the armed forces of the United States, along with their spouses. First, the financial services sector is largely comprised of aging... Read More >

Carrie L. Johnson

This research brief presents three articles related to housing affordability and homeownership in the U.S. Conclusions and implications from researchers are presented that may assist practitioners working with clients who are looking to either rent or become homeowners. “Weaknesses of Housing Affordability Indices Used by Practitioners” by M. D. Jewkes... Read More >