Latest ACP Blogs

Columnist Liz Weston interviews advisors from Alliance of Comprehensive Planners on Retiree’s Top Money Regrets for her column in the New York Times

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Columnist Liz Weston interviews advisors from Alliance of Comprehensive Planners on Retiree’s Top Money Regrets for her column in the New York Times:  https://nyti.ms/2U5VeVA  January, 2020.
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ACP certified member, Linda Y. Leitz quoted in Liz Weston New York Times column on: "How to Have a 'No-Regrets' Retirement"

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ACP certified member, Linda Y. Leitz quoted in Liz Weston New York Times column on: "How to Have a 'No-Regrets' Retirement":  https://nyti.ms/2QY7LrV
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Columnist Liz Weston on retirement, suggests readers get a referral to a fee-only planner from several organizations, including the Alliance of Comprehensive Planners.

By #ACP ACP
Columnist Liz Weston on retirement, suggests readers get a referral to a fee-only planner from several organizations, including the Alliance of Comprehensive Planners:  https://lat.ms/2uUK8YS
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ACP member and Army veteran, Rorik Larson, is profiled by Jane Wollman Rusoff in ThinkAdvisor

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ACP member and Army veteran, Rorik Larson, is profiled by Jane Wollman Rusoff in ThinkAdvisor: https://bit.ly/2MaHEvd December, 2019.
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ACP President, Frankie Corrado, is profiled in Authority Magazine on “5 Things To Look For When Hiring a Financial Planner or Financial Adviser.”

By #ACP ACP
ACP President, Frankie Corrado, is profiled in Authority Magazine on “5 Things To Look For When Hiring a Financial Planner or Financial Adviser.” Great takeaways for finding the right advisor for you:  https://bit.ly/2RNCxV
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ACP member Kevin Jacobs, CFP, EA of Step by Step Financial, LLC spoke with Pam Krueger, creator and co-host of MoneyTrack on PBS, at the Advisor Thought Leader Summit held August 12 & 13, 2019 at Rockhurst University in Kansas City

By #ACP ACP
ACP member Kevin Jacobs, CFP, EA of Step by Step Financial, LLC spoke with Pam Krueger, creator and co-host of MoneyTrack on PBS, at the Advisor Thought Leader Summit held August 12 & 13, 2019 at Rockhurst University in Kansas City. Watch video here:  https://bit.ly/2E7SZY
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Alliance of Comprehensive Planners members, Frank Corrado and Frankie Corrado, wrote a bylined article, “Get To Know Your Clients. Then Lead Them To Their Mountain,” in Financial Advisor Magazine.

By #ACP ACP
Alliance of Comprehensive Planners members, Frank Corrado and Frankie Corrado, wrote a bylined article, “Get To Know Your Clients. Then Lead Them To Their Mountain" , in Financial Advisor Magazine. October, 2019
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Alliance of Comprehensive Planner (ACP) Certified Member Jeffrey Augustine recommends scaling up contributions in 7 Ways to Fix a Flawed 401(k) Strategy in US News & World Report.

By #ACP ACP
Alliance of Comprehensive Planner (ACP) Certified Member Jeffrey Augustine recommends scaling up contributions in   7 Ways to Fix a Flawed 401(k) Strategy  in US News & World Report
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ACP Announces New Podcast Series

By #ACP ACP
ACP Announces New Podcast Series:  https://bit.ly/2kGZkE
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In “Family Finance: Finding a Financial Advisor,” the writer lists ACP as a source to find the right investment professional who can help readers achieve short- and long-term goals.

By #ACP ACP
In “ Family Finance: Finding a Financial Advisor ,” the writer lists ACP as a source to find the right investment professional who can help readers achieve short- and long-term goals. August 2019
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Liz Weston, columnist, recommended ACP as a fee-only planner in her article, “Can this marriage’s finances be saved?” in the Los Angeles Times

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Liz Weston, columnist, recommended ACP as a fee-only planner in her article, “ Can this marriage’s finances be saved ?” in the Los Angeles Times. August, 2019
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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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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.

By #ACP ACP
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”

By #ACP ACP
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.

By #ACP ACP
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, is featured in Daniel Kurt's column in Fatherly, "4 Expert Budgeting Tips That Will Help You Save More Money"

By #ACP ACP
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.

By #ACP ACP
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

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Alliance of Comprehensive Planners Provides Tax Tips That Will Help Save Money , July 201
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Alliance of Comprehensive Planners Member Sahil Vakil Recognized in InvestmentNews’ 40 Under 40

By #ACP ACP
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 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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