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#ResearchWednesday: Tax-time Savings Interventions

Being unbanked makes it difficult for low and moderate-income (LMI) households to manage finances, save, and access credit. In this study, we assessed effects of an online tax-time savings intervention on savings account openings in the 6 months following tax filing among a sample of 4,692 LMI tax filers. New research...

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Experience is the Best Teacher

One of the most frequent questions I get is "How can I prepare for my exam?" I always tell candidates to start with the study guide or AFC® Online Course. It is essential to work through the study resources, read the texts, make flashcards, and understand the concepts as you...

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Tools & Resource Review: Self Lender

Before I start, I want to give you a heads up. I am not being compensated to write this blog post. But in full disclosure, I am compensated by Self Lender to write personal finance articles for SelfLender.com so we do work together. Although I’m extremely grateful for the professional...

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#MyFinLitStory: Alice Huffman, AFC® Candidate

My short personal financial story began in 1979 when my husband joined the Navy. We struggled with the same personal financial challenges that young Sailors and Marines still face today. They included living paycheck-to-paycheck, mismanaging checking accounts, not building savings and making poor choices with credit. I have worked with...

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#MyFinLitStory: Janeil Pierre

 My name is Janeil Pierre, I am an aspiring AFC and this is my personal finance story…I was born and raised on a tiny island in the Caribbean by the name of Trinidad. I was the first of 3 children and my mom was a single parent. Growing up it...

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#MyFinLitStory: Cindy Morita, LCSW

 I have been a social worker for almost 20 years and have worked with survivors of intimate partner violence. Over the years, survivors would share with me that one of the main reasons that they remain with or return to their abusers was because they could not financially care for...

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#MyFinLitStory: Brooke Grossman, AFC® Candidate

 Independent. Bold. Resourceful. When you are 19 years old, these are the words you are expected to be described as before even having the experience and yet, these were the words that I lived by at such an early age.#MyFinLitStory was just beginning to unfold as I was leaving my...

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#MyFinLitStory: Thomas Saunders

 Financial literacy equates to social freedom and independence from consumerism that stunt our upward mobility. We are bombarded with these images of status and unrealistic comparison of what life could be like if we had things. In contrast we see in real life the consequences to over spending, lack of...

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#MyFinLitStory: Renee McElroy

My name is Renee McElroy and I am a Financial Coach for MakingChange, a nonprofit organization that offers financial wellness programs in Maryland. My financial journey started from childhood, as I was raised by a single mother in the projects of Washington, D.C. Even though my mother never had a...

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#MyFinLitStory: Joseph Driscoll

I am currently an Active Duty U.S. Coast Guard and I make twenty years of service this month! I have truly enjoyed my time in the USCG but my true passion is my side hustle! I have a great passion for finance and truly enjoy seeing people change their relationships...

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#MyFinLitStory: Jackie Lam, AFC® candidate

I used hate money.Okay, so hate is a tad strong. Maybe not so much hate, but I definitely was afraid of it, and I was fascinated by it. From an early age I saw how it affected the people around me. Namely, the adults.My first memories about money were pretty...

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#MyFinLitStory: Jenelle Davis

In my childhood, my parents didn’t speak about money. I didn’t know how to save money. I didn’t know how to manage my finances. I thought a piggy bank was the cool thing to have sitting on top of your dresser in your bedroom. I grew up thinking money grows...

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