The Standard Newsletter
Rachael DeLeon
You’re in the right place. Just days before the AFCPE® offices closed for the holiday break, I took a phone call from an AFC®. She was calling to renew her membership and pay her certification fee. Now this may sound fairly unremarkable, but for me this call was special. Just... Read More >
Andi Wrenn, AFC®
I was part of a session that a few of the AFCPE Board of Directors participated in about storytelling, “Better Than Fiction: True Stories of Our Money Missteps” with Colin Ryan. Each participant was asked to share a story about something that happened in our lives related to finances. Then... Read More >
Shana Beal
It’s no secret that many people in America are struggling. Inflation, inconsistent income, and the aftershocks of the pandemic continue to make financial prosperity an uphill battle for many people across the income spectrum, but particularly for those earning low incomes. At SaverLife, we see these realities every day, and... Read More >
Edgar Villanueva
America was founded on the notions of capitalism, allegedly built on principles of equal opportunity. But the real history of American wealth is complicated and dark, and understanding that history is critical to understanding how we begin to address the race wealth gap. It’s critical for everyone to understand and... Read More >
Stacy Livingstone-Hoyt, AFC, FFC
Overview The Healthy Love and Money Way: How the Four Attachment Styles Impact Your Financial Well-Being written by Ed Coambs, MBA, MA, MS, CFP®, CFT-I™, LMFT, offers readers deep insights, specific strategies, and hope to thrive in intimate relationships by unearthing and expounding the concepts and realities found within attachment... Read More >
Catalina Laschon, AFC®
The topics and discussions at the AFCPE® Symposium encourage financial professionals to serve diverse populations at scale with empathy. In fact, many of us attend the Symposium year after year to enrich our understanding, expand our diversity mindset and gain exposure to real life examples. How is the session on... Read More >
Abby Hubbard
In today’s housing market, the search for your forever-home or apartment just got a lot more complicated and expensive. In some regions, homes are going for astronomical prices, way above their market value. Sweet and thoughtful letters of intent will not cut it in today’s real estate landscape. The good... Read More >
Yolanda Lavery, AFC® Candidate
Financial coaches and counselors often ask ourselves what diversity, equity and inclusion or DEI means to us, whether in our practices or daily life, and some challenges faced in implementing DEI. Further, we wonder what it means to be an ally and whether it is enough to have compassion and... Read More >
Rebecca Wiggins
Greetings from the national office! As signs of Autumn start to appear all around us, the team is working extra hard to put the finishing touches on the 2021 symposium virtual experience for you this November. The week will feature all of the exceptional sessions and topics that you have... Read More >
Heidi Copeland AFC® and Lisa Leslie, CFP ®, AFC®
Yes, that’s right, the expanded, Advance Child Tax Credit is NOT stimulus money. The Child tax credit is an ADVANCE payment of next year’s Child Tax Credit. Taxpayers with qualifying children are entitled to claim qualifying children for an income tax credit. With that said, there are two types of... Read More >
Meredith M. Lozar, AFC®, MHR
It is hard to believe that my time as Board President is coming to an end. Serving as your 2021 AFCPE President and on the Board of Directors has been a rewarding, incredible opportunity. We accomplished a great deal this year: Our first ever virtual Career Week and Job Fair... Read More >
Dorothy Nuckols, MPH, AFC®, Isha Chawla, PhD Candidate, and Kate Mielitz, PhD, AFC®
Shutdowns brought by the COVID-19 pandemic forced a pivot to a virtual training format, yet also the opportunity to compare virtual with in-person education outcomes. We were specifically interested in learning outcomes for a new volunteer financial mentor training program. In a virtual setting, where visual, physical, and even verbal... Read More >