The Standard Newsletter

One-Size-Fits-All Personal Finance Strategies Don’t Work Written By: Shari Evans AFC®, MQFP®, AFCPE Kids Corner Contributor Most parents remember the classic shape-sorting toy — the one where children try to fit square, circle, and triangle pegs into their matching holes. Watching a child twist and test each shape before finding... Read More >

Unpacking the On Demand Sessions from the 2025 Symposium Written by: Andi Wrenn, AFC®, MQFP® If you haven’t tapped in to the On Demand recordings from the 2025 Symposium, you certainly should check them out. Each year the symposium committee and volunteers review the presentations submitted for Symposium. Each year... Read More >

Financial Education and Financial Wellness Resources Written by: Gilles Hudelot, CFP®, AFC® Reagan once joked that “The nine most terrifying words in the English language are, I’m from the government, and I’m here to help.” Contrary to the former president’s feelings, there are some great resources that allow you to borrow... Read More >

Book Review: Rich AF by Vivian Tu Written by: Maddie Orange, AFC®  Have you ever read a book and thought, “Where was this 15 years ago?” Rich AF  by Vivian Tu is one of those books for me and could be a great tool for any financial counselor working with... Read More >

President’s Message: Anchoring in Community Written by: Ann Lentell, CFA, AFC®, CFP®, AFCPE Board President Each year, rather than setting a traditional New Year’s resolution, I choose a word or phrase to serve as an anchor. As I step into my role as President of the Board for this year,... Read More >