Latest ACP Blogs

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

By Taylor Conger posted 10 days ago
Be the first person like this.
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 posted 19 days ago
Be the first person like this.
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

ACP President, Jim Davis, Quoted In "How today's low taxes can help nurture your retirement nest egg"

By Taylor Conger posted 19 days ago
Be the first person like this.
ACP President, Jim Davis, Quoted In " How today's low taxes can help nurture your retirement nest egg "
0 comments

ACP Member, Troy Von Haefen, Profile Published on ThinkAdvisor

By Taylor Conger posted 20 days ago
Be the first person like this.
ACP Member, Troy Von Haefen, Profile Published on ThinkAdvisor. Read the article here .
0 comments

ACP Member, Lois Basil, Featured in Video at FPA Conference

By Taylor Conger posted 23 days ago
Be the first person like this.
To watch the full video of Lois Basil at the FPA Conference, click here to watch .  Video Credit: Impact Communications ACP member Lois Basil talks about working with clients on a flat fee / retainer model and how she provides tax-focused, holistic financial planning services on a commission-free basis. She shares how the Alliance of Comprehensive Planners (ACP) works to support independently owned and operated RIAs like hers and says that being a woman-owned firm has helped attract clients. Recorded live at the FPA annual conference at the Hyatt Regency Chicago, Sept. 2018 by AssetTV
0 comments

Alliance of Comprehensive Planners Partners with Capitect for Client Portal and Performance Reporting Technology

By Taylor Conger posted 11-08-2018
Be the first person like this.
Alliance of Comprehensive Planners Partners with Capitect for Client Portal and Performance Reporting Technology. Read the full press release here.
0 comments

ACP Member, Meredith Briggs, quoted in 8 Smart Money Moves to Make as an Empty Nester article

By Taylor Conger posted 10-29-2018
Be the first person like this.
ACP Member, Meredith Briggs, quoted in 8 Smart Money Moves to Make as an Empty Nester article by Lucy Lazarony
0 comments

ACP Member, Frank Corrado, mentioned in ThinkAdvisor article by Bernice Napach

By Taylor Conger posted 10-29-2018
Be the first person like this.
ACP Member, Frankie Corrado, mentioned in ThinkAdvisor article by Bernice Napach .
0 comments

ACP mentioned in AARP article, "Financial Planners for the Rest of Us."

By Taylor Conger posted 10-11-2018
Be the first person like this.
ACP mentioned in AARP article, " Financial Planners for the Rest of Us. "
0 comments

Meredith Briggs quoted in The Simple Dollar article, "Five Situations Where Money and Emotions Don’t Mix."

By Taylor Conger posted 10-11-2018
Be the first person like this.
Meredith Briggs quoted in The Simple Dollar article, " Five Situations Where Money and Emotions Don’t Mix. "
0 comments

Jake Kuebler quoted in NerdWallet article, "Does My Business Get the Pass-Through Income Tax Deduction?"

By Taylor Conger posted 10-11-2018
Be the first person like this.
Jake Kuebler quoted in NerdWallet article, " Does My Business Get the Pass-Through Income Tax Deduction? "
0 comments

Bert Whitehead quoted in "Why AUM Fees 'Poison' the Advisor-Client Relationship"

By Taylor Conger posted 09-26-2018
Be the first person like this.
Click here to read the article  Why AUM Fees 'Poison' the Advisor-Client Relationship that Bert Whitehead was quoted in
0 comments

What Types of Trusts Do I Need for Estate Planning

By #ACP ACP posted 09-25-2018
Be the first person like this.
By:  Stephen Martin , CFP®, CPA, JD What Types of Trusts Do I Need for Estate Planning We generally recommend that everyone obtain some basic documents for their estate planning, including a will, a financial power of attorney, a health care power of attorney, and a living will. Also, it is critical for everyone to review how their assets are titled and how their beneficiary designations are named on certain types of assets such as retirement assets and life insurance. Beyond that, you may be wondering whether you need a trust. If so, what type of trust do you need? Trust Overview Before we discuss whether a trust is needed for your estate planning, ...
0 comments

Member Zach Teutsch featured in XY podcast

By #ACP ACP posted 09-24-2018
Be the first person like this.
ACP member Zach Teutsch was featured on an XY podcast in an interview with Alan Moore, Ep #170: Impact Financial Planning for Progressives - The Career of Zach Teutsch .​
0 comments

ACP member Michelle Morris Mentioned In "Niche Marketing Helps Advisors Target Clients' Lifestyle, Hobbies"

By Taylor Conger posted 09-18-2018
Be the first person like this.
ACP Member, Michelle Morris, was Mentioned In Niche Marketing Helps Advisors Target Clients' Lifestyle, Hobbies.
0 comments

Working during Retirement for Fun and Profit!

By #ACP ACP posted 08-22-2018
Be the first person like this.
By: Michelle Morris ,  CFP®, EA When I work with clients on retirement planning I have a lot of questions about numbers.     How much have you saved so far?     How much more will you save?     How much do you spend now, how might that change in retirement?    How much will your social security benefit be?    How much will your health insurance cost? On and on and on, numbers galore! But what about the non-numerical questions? They are also important.     How will you fill your time for the first 6-12 months after you retire? How about after that?     How will you keep your mind sharp?     What’s going to get you out of bed in ...
0 comments

ACP member mentioned in “No, Stocks Aren’t Cheap, but Don’t Act Rashly” in The Wall Street Journal

By Taylor Conger posted 08-22-2018
Be the first person like this.
ACP member, Mary Alpers of Alpers Financial Planning in Colorado Springs, CO was mentioned in The Wall Street Journal in “No, Stocks Aren’t Cheap, but Don’t Act Rashly” by writer Jason Zweig on August 21, 2018. She recommends:   You and your financial adviser should long ago have set a target asset allocation, which determines how much of your holdings you spread across stocks, bonds and other investments. Particularly within a retirement account, where sales won’t generate tax bills, you could downshift some of your risks without changing your overall allocations, says Mary Alpers of Alpers Financial Planning in Colorado Springs, Colo. https://www.wsj.com/articles/no-stocks-arent-cheap-but-dont-act-rashly-1534863601
0 comments

ACP mentioned in “When Does the Millionaire Next Door Need a Financial Planner?” by Carolyn McClanahan

By Taylor Conger posted 08-22-2018
Be the first person like this.
Here is a mention of ACP, courtesy of Carolyn McClanahan on Forbes, titled “ When Does the Millionaire Next Door Need a Financial Planner ?
0 comments

Test Your Financial Advisor: Ask About the Fiduciary Rule

By Taylor Conger posted 07-23-2018
Be the first person like this.
ACP Mentioned in, Test Your Financial Advisor: Ask About the Fiduciary Rule   article by Andrea Coombes at Nerd Wallet.
0 comments

Five Financial Questions Before Marriage

By #ACP ACP posted 07-19-2018
Be the first person like this.
By: Robert Roy Reed , Ph.D., CFP® You think sex is intimate? Let’s talk about money! Before you start planning your wedding (a major financial event), you and your intended should have a heart-to-heart about money and your marriage. Fair warning: be ready for surprises and heart-felt bargaining. You don’t have to make now-and-forever decisions, but the issues should be on the table so both of you are aware of them. 1. How much debt do you have? This is one of the big questions because it can be an embarrassing record of past indiscretions. Does your partner have massive student loans? Does he routinely carry a large credit card balance? Does she even know ...
0 comments