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#FridayFollow – Financial Capacity: From Inspirations to Goals, from Goals to Efficacy
Margaret Sherraden is a social work educator focusing on the multiple dimensions of “social”. She strives to help others understand the relationship between the economic and social dimensions of people’s lives. Connecting that goal to efficacy, she has authored four books helping professionals and students worldwide grasps the concept of...
September 21, 2018
Read More >#ResearchWednesday – Associations of Health and Financial Resources With Stress
The Association for Financial Counseling and Planning Education® (AFCPE®) recently released results from a study examining the association of health and financial resources with stress. Published in the Journal of Financial Counseling and Planning (JFCP) as part of the special issue on health and finances, the study revealed that perceived accumulation and loss...
September 19, 2018
Read More >#RaiseYourVoice Contest
This year’s Symposium theme is “Engaging an integrated and inclusive community of personal finance professionals". One of the things we love about our supportive community is your willingness to lift up and support those around you. Which is why we're asking you to #RaiseYourVoice! How to participate: Step 1: Answer the two questions below...
September 18, 2018
Read More >#FridayFollow – A Lighthearted Spin on Personal Finance
Michael Thomas is an AFC® and full time Graduate Student at The University of Georgia. He strives to help clients and society take the shame out of financial conversations and discussions. He understands how important it is to: recognize mistakes, see why they were made, and assist clients in overcoming obstacles...
September 14, 2018
Read More >#FridayFollow – The World’s First Stand-Up Economist
Yoram Bauman, in short, is an economist. However, he’s not just an economist. Yoram is an economist who also does stand-up comedy…about economics. Whether he is discussing economics, calculus, or even climate change, Yoram has the unique ability to take an often serious topic and makes it light, fun, and...
September 07, 2018
Read More >#ResearchWednesday – Identifying Bankruptcy Triggers with Medical Debt
The rising costs of health care and/or lack of insurance coverage may cause many households to build up medical bills to the point where they cannot pay them. A recent research study of bankruptcy filings found significant medical debt serves as a trigger, rather than a fundamental cause, of bankruptcy....
September 05, 2018
Read More >#FridayFollow – The Power of the Work Within Us
Kyle Grevengoed works as a Military Personal Financial Counselor and a private practitioner. He was inspired to become an AFC® after beginning his career in the lending industry. As an AFC® he has a strong mission and vision to help his clients see the big picture – to “find the hero in...
August 31, 2018
Read More >#ResearchWednesday – Financial Education as an Intervention for Health
Financial education programs may increase financial knowledge and improve financial behaviors, but a study at Creighton University found that financial education can also improve health. The study found significant improvements in health related quality of life that were sustained two years after participation in the education program. Single, low-income women...
August 29, 2018
Read More >#FridayFollow – Shift from Consumers to Producers.
Allen Ammerman is a great example of how you can turn an interest of yours into a career. He went from being a musician with money interest to an Assistant Professor of Finance at West Texas A&M. Read his interview below to learn how he followed his passion to fulfill...
August 24, 2018
Read More >Research Reflections: Rethinking the 3 to 6 months Rule of Thumb
I have a confession to make: I hate cash. And beyond that, I do not practice many of the behaviors I have heard preached from financial pulpits over the past several years. For example, I do not keep 3-6 months of living expenses in cash or equivalents. This paper began...
August 22, 2018
Read More >1-2-3 Steps to a Dynamic Workshop
When it comes to presenters who read their slides, audiences have reached their limit. The relentless dependence on bullet points and text-dense slides do more to bore than to entertain or inspire. In my last blog post, Presenter to Bullet Point: “You’re Fired!, I concluded with a promise to provide you...
August 15, 2018
Read More >#FridayFollow – An Advocate for This Work
Interview with Viviana Ramos, AFC® Viviana Ramos, AFC® is Senior Program Manager and Financial Coach at Compass Working Capital in Boston, MA. Since 2014, she has supported her clients to reach their financial goals by providing assistance and expertise throughout their financial journey. To her clients, she is an advocate with...
August 10, 2018
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