Latest ACP Blogs

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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The Alliance of Comprehensive Planners Featured in a Los Angeles Times Article

By #ACP ACP
The Alliance of Comprehensive Planners was featured in an article from the Los Angeles Times on 'fee based' vs. 'fee only' financial planners and was listed as an organization that represents fee-only planners. https://www.latimes.com/ business/story/2022-10-09/fee- based-vs-fee-only-financial- planners-theres-a-big- difference
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The Alliance of Comprehensive Planners Featured in a CNBC Article

By #ACP ACP
The Alliance of Comprehensive Planners was featured in a CNBC article on  how to find a good financial advisor  in the wake of SEC charges, fraud, and scandals. ACP was listed as a trustworthy place to find a fee-only advisor that provides  ongoing, holistic advice and reduces exposure to conflicts of interest . https://www.cnbc.com/2022/06/ 17/sec-issues-investor- protection-rule-charges-how- to-find-a-good-advisor.html
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The Alliance of Comprehensive Planners Featured in a Series of Forbes Articles

By #ACP ACP
The Alliance of Comprehensive Planners was featured in a series of Forbes articles exploring topics including " What Is A Fee-Only Financial Planner?", "Fiduciary vs. Financial Advisor: What’s The Difference?", "How Fiduciary Duty Impacts Financial Advisors", "What Is A CFP?", "How Much Does A Financial Advisor Cost?", "Are Financial Advisors Worth My Money?, and "Find A Financial Advisor Near You".  ACP was listed as a reliable organization and resource for consumers and investors looking for fiduciary, fee-only financial advisors. https://www.forbes.com/ advisor/investing/financial- advisor/fee-only-financial- planner/ https://www.forbes.com/ ...
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Certified ACP Member Linda Leitz was featured in 'The Women's Issue' of InvestmentNews, in a section titled "Midlife on-ramps to advisory careers", where she discusses her career path and transition to her current role as a financial planner.

By #ACP ACP
Certified ACP Member Linda Leitz was featured in 'The Women's Issue' of InvestmentNews, in a section titled "Midlife on-ramps to advisory careers", where she discusses her career path and transition to her current role as a financial planner. https://digitaledition. investmentnews.com/november- 21-2022/page-2?m=62585&i= 769070&p=22&pp=1&ver=html5
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The Alliance of Comprehensive Planners was featured in this Kiplinger article and listed as an organization where investors can find "advice-only financial advisers", as suggested by Michael Kitces.

By #ACP ACP
The Alliance of Comprehensive Planners was featured in this Kiplinger article and listed as an organization where investors can find " advice-only financial advisers", as suggested by Michael Kitces.   https://www.kiplinger.com/ personal-finance/advice-only- financial-advisers-dont-touch- your-money
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The Alliance of Comprehensive Planners was featured in an article from the Los Angeles Times

By #ACP ACP
The Alliance of Comprehensive Planners was featured in an article from the Los Angeles Times,  where ACP is listed as an organization of fee-only financial advisors that charge on a retainer basis. https://www.latimes.com/ business/story/2022-11-16/ credit-score-quirks-to-know- about-so-you-dont-hurt-your- credit-score
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The Alliance of Comprehensive Planners Annual Conference was featured on Kitces.com in Michael Kitces' list of Best Financial Advisor Conferences to attend in 2023, in the category of 'Going "Home" to Your Advisor Community'.

By #ACP ACP
The Alliance of Comprehensive Planners Annual Conference was featured on Kitces.com in Michael Kitces' list of Best Financial Advisor Conferences to attend in 2023, in the category of 'Going "Home" to Your Advisor Community'.    https://www.kitces.com/blog/2023-best-financial-advisor-conferences-list-scaling-up-norcal-t3-limitless-jolt-futureproof/
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The Alliance of Comprehensive Planners was featured in an article in The Oregonian on 'fee based' vs. 'fee only' financial planners and was listed as an organization that represents fee-only planners.

By #ACP ACP
The Alliance of Comprehensive Planners was featured in an article in The Oregonian on 'fee based' vs. 'fee only' financial planners and was listed as an organization that represents fee-only planners.   https://www.oregonlive.com/business/2022/10/liz-weston-dont-confuse-fee-based-with-fee-only-financial-planners.html
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ACP Member Elizabeth Buffardi quoted in article on "Personal Tax Loan Implications" on the OppU Blog

By #ACP ACP
ACP Member Elizabeth Buffardi was quoted in this article on  "Personal Tax Loan Implications" on the OppU Blog , sharing why p ersonal loan forgiveness is almost always considered to be taxable income . https://www.opploans.com/oppu/ articles/personal-loan-tax- implications/
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ACP Member Elizabeth Buffardi quoted in article on "12 ways to bank smarter" in Bankrate

By #ACP ACP
ACP Member Elizabeth Buffardi was quoted in this article on "12 ways to bank smarter" in Bankrate, sharing why you shouldn't assume your bank has the best rate or will do "right by you". https://www.bankrate.com/ banking/how-to-bank-smarter/
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ACP Member Elizabeth Buffardi quoted in article on taxable vs. tax-deferred accounts in Kiplinger

By #ACP ACP
ACP Member Elizabeth Buffardi was quoted in this article  on taxable vs. tax-deferred accounts  in Kiplinger, sharing why  foreign stocks, even in a mutual fund or ETF, are best in taxable accounts. https://www.kiplinger.com/ investing/605013/taxable-or- tax-deferred-account-how-to- pick
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ACP Members Elizabeth Buffardi and Keith Spencer quoted in article on high-yield savings account in MarketWatch

By #ACP ACP
ACP Members Elizabeth Buffardi and Keith Spencer were both quoted in this article on high-yield savings accounts in MarketWatch, discussing how even a small rate change can make a big difference. https://www.marketwatch.com/picks/the-difference-between-last-year-and-this-year-is-exponential-heres-exactly-how-much-more-money-you-should-be-earning-on-your-savings-account-now-01662469891
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ACP Certified member Shonty Spatola was quoted in "Think retirement is out of reach? Here’s what you need to know" in The LA Times.

By #ACP ACP
ACP Certified member Shonty Spatola was quoted in "Think retirement is out of reach? Here’s what you need to know" in The LA Times. https://www.latimes.com/business/story/2022-09-29/are-you-ready-to-retire-heres-what-you-need-to-know
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Certified member, Rorik Larson, was quoted in “If You Are Buying an iPhone 14, Some Ways to Save on Your Wireless Bill” in The Wall Street Journal

By #ACP ACP
Certified member, Rorik Larson, was quoted in “ If You Are Buying an iPhone 14, Some Ways to Save on Your Wireless Bill ” in The Wall Street Journal by Veronica Dagher. In the article, Larson, an advisor in Palos Heights, Illinois, shares tips for how he personally saved on his family's phone plan. https://www.wsj.com/articles/ buying-iphone-14-how-to-save- money-on-phone-wireless-bill- 11662679726
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