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 >

Jerry Buchko

So here we are again! Spring has arrived and with it the promised return of warmer weather, greenery, birdsong, and, of course, the eagerly awaited annual call for Symposium presenters! Every year we invite our research colleagues, student researchers, educators, counselors, and coaches from across AFCPE to put forward the... Read More >

Rebecca Wiggins

The AFCPE staff has been so busy over the last few months, it is hard to believe that Spring has sprung already! It is such a hopeful season with new life emerging all around, and we share that excitement and forward thinking for this organization and our field. Here are... Read More >

Susan Pascoe

The hot topic in the world of military finance is the Blended Retirement System (BRS). The Department of Defense (DOD) has been working diligently to help prepare and inform service members of this upcoming change. It was signed into law as part of the 2016 National Defense Authorization Act. Pursuant... Read More >

Jerry Buchko

I hope the year is off to a good start for each of you. It was a pleasure meeting so many of you at the Annual Symposium in San Diego. Some of us had the opportunity to become introduced and acquainted with one another for the first time, while for... Read More >

Jerry Ziegler

I see them hesitantly approach me at the end of a presentation. I can feel the pause before they say it in my office. Often they seem a little embarrassed to bring up the subject. Perhaps that is because so many people have a financial advisor who is a friend... Read More >