Latest ACP Blogs

ACP Certified member Ken Robinson featured on Michael Kitces Financial Advisor Success Podcast.

By #ACP ACP
ACP Certified member  Ken  Robinson featured on Michael Kitces  Financial Advisor Success  Podcast:  https://www.kitces.com/blog/kenneth-robinson-practical-financial-planning-ohio-public-sector-employee-niche/ , April 9, 2019
0 comments

ACP Certified member Kelly Adams featured in Marie Swift’s Best Practices blog on “Using the ACP Model to Grow Your Advisor Practice”

By #ACP ACP
ACP Certified member Kelly Adams featured in Marie Swift’s Best Practices blog on Using the ACP Model to Grow Your Advisor Practice:  https://www.impactcommunications.org/blog/kelly-adams-of-harbor-light-planning-on-using-the-acp-model-to-grow-your-advisory-practice ,  April 10, 2019
0 comments

Ed Fulbright article, Tax Alpha: How Discussing Tax Strategies Empowers Clients, featured in Horsesmouth.

By #ACP ACP
Ed Fulbright article,  Tax Alpha: How Discussing Tax Strategies Empowers Clients , featured in Horsesmouth:  Horsesmouth___Get_Inspired__Get_It_Done_.pdf,  April 3, 2019
0 comments

ACP Certified members Meredith Briggs and Jill Gianola contribute to Investor’s Business Daily article, Retirement Income Planning Strategies Ease Money Fears.

By #ACP ACP
ACP Certified members Meredith Briggs and Jill Gianola contribute to Investor’s Business Daily article , Retirement Income Planning Strategies Ease Money Fears:  https://www.investors.com/etfs-and-funds/retirement/retirement-income-planning-strategies-ease-money-fears/  , April 1, 2019
0 comments

Frankie Corrado, ACP President, shares a real-life strategy in this Gail Marks Jarvis / Reuters article:

By #ACP ACP
Frankie Corrado, an ACP member, shares a real-life strategy in this Gail Marks Jarvis / Reuters article Stretch your retirement with this tax-saving strategy:  https://www.reuters.com/article/us-column-marksjarvis-rothconversion/stretch-your-retirement-with-this-tax-saving-strategy-idUSKCN1Q929P , February 20, 2019
0 comments

Linda Leitz, ACP member, interviewed as expert on camera in this segment in KOAA News5

By #ACP ACP
Linda Leitz, ACP member, interviewed as expert on camera in this segment in KOAA News5: "Financial impacts for females? More women bound to be single", expert says https://koaa.com/news/covering-colorado/2019/02/10/financial-impacts-for-females-more-women-bound-to-be-single-expert-says/,   February 10, 2019
0 comments

Certified ACP member, Linda Leitz, wrote this bylined piece for The Colorado Springs Gazette

By #ACP ACP
Certified ACP member, Linda Leitz, wrote this bylined piece for The Colorado Springs Gazette: "Plan now to save time on your taxes" , February 12, 2019.
0 comments

ACP member Michelle Morris interviewed by Investor’s Business Daily

By #ACP ACP
ACP member Michelle Morris interviewed by Investor’s Business Daily and mentions ACP’s 10-year laddering process in “Women Seeking Financial Advice Create Opportunities for New Clients”,  January 18, 2019
0 comments

ACP certified member, Meredith Briggs, is quoted in Toby Salinger’s article in Financial Planning.

By #ACP ACP
ACP certified member, Meredith Briggs, is quoted in Toby Salinger’s article in Financial Planning: " Broker-dealer RIAs renew fraught debate: What is fee-only? ," January 11, 2019
0 comments

John Scherer mentioned in "The Most Important Thing You Need to Do Before You Retire, According to Financial Advisors"

By #ACP ACP
John Scherer mentioned in "The Most Important Thing You Need to Do Before You Retire, According to Financial Advisors,"   Money , February, 2019.
0 comments

John Scherer mentioned In MarketWatch Article

By #ACP ACP
John Scherer was mentioned in MarketWatch article. " This person knows all your secrets-and it's not your shrink or spouse" , February, 2019.
0 comments

Zach Teutsch article, "What Would You Do If You Missed Two Paychecks?", featured in Vox.com

By #ACP ACP
ACP Member, Zach Teutsch, writes article published in Vox, "What Would You Do If You Missed Two Paychecks?"
0 comments

Tim Sullivan pays tribute to Jack Bogle in Columbia Daily Tribune

By MaryKate Foust
ACP member Tim Sullivan pays tribute to Jack Bogle in Columbia Daily Tribune article, " Every investor owes a debt of gratitude to the late John C. Bogle ", January 18, 2019.
0 comments

Maureen Demers quoted by Reuters reported in CompuServe News Article

By Taylor Conger
ACP Member, Maureen Demers, quoted by Reuters reported in CompuServe News Article How To Kickstart a Young Person's Retirement
0 comments

Bert Whitehead and Meredith Briggs quoted in Financial Planning Magazine

By Taylor Conger
ACP Founder Bert Whitehead, and ACP Member Meredith Briggs, quoted in  Broker-dealer RIAs Renew Fraught Debate: What is Fee-Only? article in Financial Planning Magazine.
0 comments

Brent Perry featured on Indianapolis NBC affiliate WTHR-TV

By Taylor Conger
"​I was honored to speak with morning anchor Ben Hill from my local NBC affiliate, WTHR-TV Channel 13, about important financial tips to start out the new year right. You can watch the segment and read more here: https://www.wthr.com/article/ new-year-new-you-building- better-financial-future .” - Brent Perry
0 comments

Hannah Basil Bryant participated on a panel discussion at the University of Illinois Financial Planning Day

By Taylor Conger
Over 100 students were in attendance from University of Illinois and Illinois State University’s board certified planning programs. Hannah Basil spoke on a panel about “Why Financial Planning” and when asked “What advice would you give a college student entering the profession today” I encouraged students to become student members of ACP, among other tidbits of advice. Hannah also had the opportunity to speak to students one on one. Most want the RIA/fee only channel and I re-emphasized how great the ACP student membership option is. My main selling point was having access to a mentor and reading the discussion forum; adding context to topics being ...
0 comments

Certified ACP member and co-owner of Taconic Advisors, Meredith Briggs is quoted in this article, Anti-Annuity Stance Softening Among Advisors and Investors, in ThinkAdvisor.

By Taylor Conger
Certified ACP member and co-owner of Taconic Advisors, Meredith Briggs is quoted in this article, Anti-Annuity Stance Softening Among Advisors and Investors , in ThinkAdvisor.
0 comments

Secrets of the ACP: A Financial Advisor's Roadmap to Success & Profitability

By Taylor Conger
ACP's upcoming webinar featured in Digital Journal article,  Secrets of the ACP: A Financial Advisor's Roadmap to Success & Profitability
0 comments

ACP 2018 Conference Recap by Elizabeth Buffardi

By Taylor Conger
Every year, the Alliance of Comprehensive Planners (ACP) hosts a conference to give members a chance to come together to discuss, learn, and collaborate with each other about the most pressing financial planning topics. ACP, a not-for-profit organization, is a community of fee-only, holistic financial planners. We believe in providing advice based on the true meaning of fiduciary service. Our clients always come first, and our advice is based on their needs. We believe it’s essential to stay informed about taxes and the potential tax effects of financial decisions. By operating on the retainer model, we are able to give our clients the best possible advice. ...
0 comments