Latest ACP Blogs

ACP Mentioned in Financial Planning Magazine Article

By #ACP ACP
ACP was mentioned and certified members Miriam Whiteley and Fran Goldman were featured in this article from Financial Planning magazine discussing advisors that are participating in pro bono planning. https://www.financial- planning.com/news/how- financial-advisors-can-help- with-pro-bono-advice
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ACP Certified Members Miriam Whiteley and Fran Goldman Featured for Pro Bono Planning in Financial Planning Magazine

By #ACP ACP
ACP was mentioned and certified members Miriam Whiteley and Fran Goldman were featured in this article from Financial Planning magazine discussing advisors that are participating in pro bono planning. https://www.financial- planning.com/news/how- financial-advisors-can-help- with-pro-bono-advice
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ACP Featured in National Association of Personal Financial Advisors Podcast

By #ACP ACP
ACP was featured in this podcast from the National Association of Personal Financial Advisors and mentioned alongside NAPFA, XY Planning Network, and the Garrett Planning Network as professional networks that adhere to the fiduciary standard . https://napfamindsetmastery. libsyn.com/napfanation/ fiduciary-values-exemplified- how-volunteering-as-a-napfa- member-has-paid-off-over-the- years-with-lydia-sheckels- episode-06-of-napfa-nation
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ACP Certified Member Keith Spencer Quoted in NerdWallet

By #ACP ACP
ACP Certified Member Keith Spencer was quoted in NerdWallet on ' How to Set and Vet Money Goals Midyear', sharing how opening a separate savings account for each specific goal can help: “Whether it’s saving for a home improvement, vacation or wanting to pay off the mortgage sooner, I find it helpful to set up a dedicated account for that so it’s more tangible." https://www.nerdwallet.com/article/finance/how-to-set-and-vet-money-goals-midyear
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ACP Certified Member Keith Spencer Featured in ThinkAdvisor

By #ACP ACP
ACP Certified Member Keith Spencer was featured in ThinkAdvisor sharing tips on what to do when your pre-retiree clients need to save more, including maxing out your health savings account, maxing out your 401(k) or other employer retirement plan, maxing out a Roth IRA, and more. https://www.thinkadvisor.com/ 2022/08/30/how-to-help- clients-catch-up-on- retirement-savings-advisors- advice/
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ACP Certified Member Keith Spencer Featured in Barron's

By #ACP ACP
ACP Certified Member Keith Spencer was featured in Barron's speaking on fintech solutions, including financial planning software Income Lab. https://www.barrons.com/ advisor/articles/best-tech- solutions-advisors-51650392655
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ACP Certified Member Keith Spencer Quoted in CBS News on Home Equity

By #ACP ACP
ACP Certified Member Keith Spencer was quoted in CBS News on h ow your home equity is affected by home prices, sharing information on home equity loans and a HELOC. https://www.cbsnews.com/news/ how-your-home-equity-is- affected-by-home-prices-why- now-is-a-good-time-to-borrow/
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ACP Certified Member Keith Spencer Quoted in Kiplinger

By #ACP ACP
ACP Certified Member Keith Spencer was quoted in Kiplinger on c hoosing between look-alike ETFs and mutual funds: "My basic rule of thumb is to use ETFs in taxable brokerage accounts." https://www.kiplinger.com/ investing/choosing-between- look-alike-etfs-and-mutual- funds
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ACP Certified Member Keith Spencer Quoted in CBS News

By #ACP ACP
ACP Certified Member Keith Spencer was quoted in CBS News on u sing home equity to pay off debt: "If you pay off those personal loans, but don't change your behavior and spending habits, you could end up in the same position later by adding more and more debt." https://www.cbsnews.com/news/ using-home-equity-to-pay-off- debt-do-this/
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The Alliance of Comprehensive Planners Featured in Los Angeles Times Column

By #ACP ACP
The Alliance of Comprehensive Planners was featured in a column from the Los Angeles Times in a section on how to find a fiduciary advisor, where ACP is listed as an organization of fee-only financial advisors. https://www.latimes.com/ business/story/2023-06-18/how- to-get-a-debt-collector-to- stop-calling-about-a-bogus- bill
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ACP President Sheila Padden Featured in Article Published in Yahoo! Finance, The Washington Post, and More

By #ACP ACP
Sheila Padden, 2023 President of the Alliance of Comprehensive Planners, was featured in this article published in the Washington Post, Yahoo! Finance, and more, discussing how people can simplify their financial life and reduce money clutter. https://www.washingtonpost. com/business/2023/05/29/ nerdwallet-liz-weston-money- clutter/1da7b000-fe10-11ed- 9eb0-6c94dcb16fcf_story.html https://ca.finance.yahoo.com/ news/liz-weston-5-ways- simplify-110155076.html
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ACP Member Morgan Ranstrom Wrote Article on Kitces.com Blog

By #ACP ACP
Certified ACP Member Morgan Ranstrom wrote this article on the Kitces.com blog titled " Dear Advisors: Stop Building To Sell ", discussing the importance of 'right-sizing' your practice and advocating for advisors to stop building their businesses to sell and to instead downside their client base and embrace a lifestyle practice . https://www.kitces.com/blog/ weekend-reading-for-financial- planners-may-6-7-2023/
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Alliance of Comprehensive Planners Featured in SmartAsset Article

By #ACP ACP
The Alliance of Comprehensive Planners was featured in an article from SmartAsset on finding CFPs and financial advisors that are independent and not affiliated with a brokerage house, listed alongside NAPFA, XYPN, and Garrett Planning Network. https://smartasset.com/ financial-advisor/ask-an- advisor-independent-advice
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ACP Member Eizabeth Buffardi Quoted in Best Life Article

By #ACP ACP
Certified ACP Member Eizabeth Buffardi was quoted in this article in Best Life titled " 5 Warnings About Using IRS Free File for Your Taxes ", where she discusses why filing with the agency's program is only a fit for select people, as well as potential issues .
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ACP Featured in Los Angeles Times Article

By #ACP ACP
The Alliance of Comprehensive Planners was featured in an article from the Los Angeles Times on managing retirement assets, where ACP is listed as an organization of fee-only financial advisors that charge on a retainer basis. https://www.latimes.com/ business/story/2023-03-12/how- to-get-started-managing-your- retirement-assets
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Certified ACP Member Eizabeth Buffardi Quoted in Forage Article

By #ACP ACP
Certified ACP Member Eizabeth Buffardi was quoted in this article in The Forage titled "How to Become a Tax Accountant", where she shares the story of her career path and gives tips for how young professionals can pursue a career in accounting and tax planning. https://www.theforage.com/blog/careers/how-to-become-a-tax-accountant
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ACP Featured in Yahoo! Finance Article

By #ACP ACP
The Alliance of Comprehensive Planners was featured in this article from myFICO in Yahoo! Finance, "How to Find and Vet a Financial Advisor", and mentioned alongside NAPFA, FPA, XYPN, and Garrett as good associations where you can find a financial advisor based on your zip code or goals. https://finance.yahoo.com/myfico-vet-financial-advisor-173400048.html
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Alliance of Comprehensive Planners Featured in NerdWallet Article

By #ACP ACP
Alliance of Comprehensive Planners was featured in this article from NerdWallet titled, " Fee-Only Financial Planner vs. Fee-Based: What’s the Difference? ", and mentioned alongside NAPFA, XYPN, and Garrett as a professional group where members abide by the fiduciary standard.
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Certified ACP Member Courtney Ranstrom Featured in Yahoo! Finance News Release

By #ACP ACP
Certified ACP Member Courtney Ranstrom was featured in this news release on Yahoo! Finance discussing industry trends in billing and fees, sharing why her firm adopted a flat-fee model: "You can compete on price, or you can compete on value. You cannot compete on both. We choose to compete on value." https://finance.yahoo.com/ advyzon-releases-2022-billing- fee-120000515.html
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Certified ACP Member Miriam Whitely Featured in Money Magazine Article

By #ACP ACP
Certified ACP Member Miriam Whitely was featured in an article from Money Magazine, discussing how claiming social security early can be a savvy move in a down market. https://money.com/claiming- social-security-early-can-be- a-savvy-move-in-a-down-market/
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