Latest ACP Blogs

ACP member, Advisor Sheila Padden of Padden Financial Planning, says her clients’ biggest concerns are longevity risk and the cost of healthcare in this video promoted on Advisor Perspectives, by Investius News.

By #ACP ACP
ACP member, Advisor Sheila Padden of Padden Financial Planning, says her clients’ biggest concerns are longevity risk and the cost of healthcare in this video promoted on Advisor Perspectives, by Investius News:  https://bit.ly/30yj6ls
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ACP member John Scherer of Trinity Financial Planning was quoted in recent Money Magazine article by Alix Langone, “The Most Important Thing You Need to Do Before You Retire, According to Financial Advisors.”

By #ACP ACP
ACP member John Scherer of Trinity Financial Planning was quoted in recent Money Magazine article by Alix Langone, “The Most Important Thing You Need to Do Before You Retire, According to Financial Advisors.”,  buff.ly/2HRRylJ
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ACP Member Sheila Padden tells us how she works with clients using the ACP Methodology on a commission-free, retainer basis. Recorded live at the Morningstar Investment Conference in Chicago.

By #ACP ACP
ACP Member Sheila Padden tells us how she works with clients using the ACP Methodology on a commission-free, retainer basis. Recorded live a the Morningstar Investment Conference in Chicago, May 10, 2019. Watch now: https://youtu.be/2hHPsWneQC
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ACP Associate Member Phuong Luong featured in Michael Kitces Financial Advisor Success podcast.

By #ACP ACP
ACP Associate Member Phuong Luong featured in Michael Kitces Financial Advisor Success podcast:  https://www.kitces.com/blog/phuong-luong-just-wealth-financial-coaching-counseling-diversity-systematic-inequality/
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ACP member, Scott Frank, founder of Stone Steps Financial, quoted in cover article: eMoney battle for financial planning software crown in InvestmentNews.

By Alliance of Comprehensive Planners
ACP member, Scott Frank, founder of Stone Steps Financial, quoted in cover article: eMoney Battle for Financial Planning Software Crown in InvestmentNews . April, 27, 2019
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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
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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
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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
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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
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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
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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
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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.
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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
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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
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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.
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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.
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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?"
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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.
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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
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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.
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