Latest ACP Blogs

ACP member  Elizabeth Buffardi  shares her personal experience as a cautionary tale for Bankrate readers  in “ How her emergency fund saved this financial planner from financial disaster .
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President-Elect, Chris Wentzien is quoted in this article, “ Subscription Pricing for Advisors: Transformative or More of a Tweak? ” in RIAIntel by Brian O’Connell. July 2019
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ACP mentioned in this piece from  Savvy Senior: “How to Find a Good Financial Planner” . To find a fee-only planner in your area, contact the Alliance of Comprehensive Planners (ACPlanners.org), a dynamic community of comprehensive, fee-only financial advisors committed to working in their clients’ best interests
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ACP Member William Cuthbertson is profiled in "From Firefighting to Financial Planning" in ThinkAdvisor.com . Cuthbertson  tells of how he made the transition from firefighter paramedic to CFP and how ACP played an important role in supporting him. “Alliance of Comprehensive Planners (ACP) gave me a way to communicate with clients regarding their broad financial picture, not simply their investments. Access to the ACP brain trust and community allowed me to quickly set up my practice and move forward as a solo practitioner. I knew I’d have a reliable resource to help me when I was faced with something new,” said Cuthbertson
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ACP President, Frankie Corrado, provides insight on budgeting as part of your financial plan in “4 Expert Budgeting Tips That Will Help You Save More Money” in Fatherly.com. Columnist, Daniel Kurt, writes, “As their name implies, the ACP’s mission is to address finances holistically, and there’s arguably nothing more important to it than a solid budget.” -  https://www.fatherly.com/love- money/budgeting-tips-expert/
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Certified Member, Linda Leitz, was quoted in What Does “Retirement” Really Mean? Leitz points out that it’s important to define retirement from your own perspective and values. It should center on living a life that’s meaningful to you. Read more here:  https://www.newson6.com/story/ 40791059/what-does-retirement- really-mea
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Alliance of Comprehensive Planners Provides Tax Tips That Will Help Save Money , July 201
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NEWS         For Immediate release Press Contact: Leesy Palmer or Marie Swift Impact Communications, Inc. 800-974-7753 ImpactMediaManager@ImpactCommunications.org Alliance of Comprehensive Planners Member Sahil Vakil Recognized in InvestmentNews’ 40 Under 40   First Generation Immigrant on a Mission to Increase Financial Literacy, Financial Equity and Financial Opportunity for the Underserved and Underrepresented Immigrant Population in the United States WILMINGTON, NC – July 9, 2019 – The Alliance of Comprehensive Planners (ACP) , a group of tax-focused financial planners that adhere to the Fiduciary Standard, announced ...
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ACP certified member, Alicia Klein is featured in Daniel Kurt’s column in Fatherly,  How to Save Money: 4 Habits of People With Big Savings Accounts
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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.”,  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 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:  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 . April, 27, 2019
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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:  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:  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:  https://www.investors.com/etfs-and-funds/retirement/retirement-income-planning-strategies-ease-money-fears/  , April 1, 2019
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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: "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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