Latest ACP Blogs

ACP mentioned in AARP article, "Financial Planners for the Rest of Us."

By Taylor Conger posted 8 days ago
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ACP mentioned in AARP article, " Financial Planners for the Rest of Us. "
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Meredith Briggs quoted in The Simple Dollar article, "Five Situations Where Money and Emotions Don’t Mix."

By Taylor Conger posted 8 days ago
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Meredith Briggs quoted in The Simple Dollar article, " Five Situations Where Money and Emotions Don’t Mix. "
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Jake Kuebler quoted in NerdWallet article, "Does My Business Get the Pass-Through Income Tax Deduction?"

By Taylor Conger posted 8 days ago
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Jake Kuebler quoted in NerdWallet article, " Does My Business Get the Pass-Through Income Tax Deduction? "
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Bert Whitehead quoted in "Why AUM Fees 'Poison' the Advisor-Client Relationship"

By Taylor Conger posted 23 days ago
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Click here to read the article  Why AUM Fees 'Poison' the Advisor-Client Relationship that Bert Whitehead was quoted in
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What Types of Trusts Do I Need for Estate Planning

By #ACP ACP posted 24 days ago
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By:  Stephen Martin , CFP®, CPA, JD What Types of Trusts Do I Need for Estate Planning We generally recommend that everyone obtain some basic documents for their estate planning, including a will, a financial power of attorney, a health care power of attorney, and a living will. Also, it is critical for everyone to review how their assets are titled and how their beneficiary designations are named on certain types of assets such as retirement assets and life insurance. Beyond that, you may be wondering whether you need a trust. If so, what type of trust do you need? Trust Overview Before we discuss whether a trust is needed for your estate planning, ...
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Member Zach Teutsch featured in XY podcast

By #ACP ACP posted 25 days ago
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ACP member Zach Teutsch was featured on an XY podcast in an interview with Alan Moore, Ep #170: Impact Financial Planning for Progressives - The Career of Zach Teutsch .​
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ACP member Michelle Morris Mentioned In "Niche Marketing Helps Advisors Target Clients' Lifestyle, Hobbies"

By Taylor Conger posted 09-18-2018
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ACP Member, Michelle Morris, was Mentioned In Niche Marketing Helps Advisors Target Clients' Lifestyle, Hobbies.
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Working during Retirement for Fun and Profit!

By #ACP ACP posted 08-22-2018
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By: Michelle Morris ,  CFP®, EA When I work with clients on retirement planning I have a lot of questions about numbers.     How much have you saved so far?     How much more will you save?     How much do you spend now, how might that change in retirement?    How much will your social security benefit be?    How much will your health insurance cost? On and on and on, numbers galore! But what about the non-numerical questions? They are also important.     How will you fill your time for the first 6-12 months after you retire? How about after that?     How will you keep your mind sharp?     What’s going to get you out of bed in ...
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ACP member mentioned in “No, Stocks Aren’t Cheap, but Don’t Act Rashly” in The Wall Street Journal

By Taylor Conger posted 08-22-2018
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ACP member, Mary Alpers of Alpers Financial Planning in Colorado Springs, CO was mentioned in The Wall Street Journal in “No, Stocks Aren’t Cheap, but Don’t Act Rashly” by writer Jason Zweig on August 21, 2018. She recommends:   You and your financial adviser should long ago have set a target asset allocation, which determines how much of your holdings you spread across stocks, bonds and other investments. Particularly within a retirement account, where sales won’t generate tax bills, you could downshift some of your risks without changing your overall allocations, says Mary Alpers of Alpers Financial Planning in Colorado Springs, Colo. https://www.wsj.com/articles/no-stocks-arent-cheap-but-dont-act-rashly-1534863601
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ACP mentioned in “When Does the Millionaire Next Door Need a Financial Planner?” by Carolyn McClanahan

By Taylor Conger posted 08-22-2018
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Here is a mention of ACP, courtesy of Carolyn McClanahan on Forbes, titled “ When Does the Millionaire Next Door Need a Financial Planner ?
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Test Your Financial Advisor: Ask About the Fiduciary Rule

By Taylor Conger posted 07-23-2018
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ACP Mentioned in, Test Your Financial Advisor: Ask About the Fiduciary Rule   article by Andrea Coombes at Nerd Wallet.
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Five Financial Questions Before Marriage

By #ACP ACP posted 07-19-2018
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By: Robert Roy Reed , Ph.D., CFP® You think sex is intimate? Let’s talk about money! Before you start planning your wedding (a major financial event), you and your intended should have a heart-to-heart about money and your marriage. Fair warning: be ready for surprises and heart-felt bargaining. You don’t have to make now-and-forever decisions, but the issues should be on the table so both of you are aware of them. 1. How much debt do you have? This is one of the big questions because it can be an embarrassing record of past indiscretions. Does your partner have massive student loans? Does he routinely carry a large credit card balance? Does she even know ...
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Frankie Corrado Participates in Fiduciary Voice Virtual Press Conference

By Taylor Conger posted 07-19-2018
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Frankie Corrado Participates in Fiduciary Voice Virtual Press Conference  Recording  Slides Hypothetical Disclosur
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ACP Certified member, Linda Leitz, was quoted in this article by Jeff Benjamin from InvestmentNews, Alphabet soup is hot, and clients will pay more for those letters.”

By Taylor Conger posted 07-18-2018
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ACP Certified member, Linda Leitz, was quoted in this article by Jeff Benjamin from InvestmentNews, Alphabet soup is hot, and clients will pay more for those letters. ”
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Carolyn McClanahan mentions ACP and touts retainer model in Financial Planning on June 25, 2018

By #ACP ACP posted 07-02-2018
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Carolyn McClanahan mentions ACP and touts retainer model in Financial Planning's " Why I ditched my bogus 5-year business plan " on June 25, 2018
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ACP mentioned in Financial Advisor Magazine's "SEC Will Make RIAs, Brokers Look Like 'Identical Twins', Group Says"

By #ACP ACP posted 07-02-2018
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ACP mentioned in Financial Advisor Magazine's " SEC Will Make RIAs, Brokers Look Like 'Identical Twins', Group Says " on June 28, 2018
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ACP president Jim Davis quoted in Financial Planning Magazine

By #ACP ACP posted 06-29-2018
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ACP president Jim Davis was quoted in Financial Planning Magazine -  " Advisor groups calling on SEC to clarify distinct roles of IAs, brokers " on June 28, 2018.
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ACP mentioned in Think Advisor's "Coalition Asks RIAs to Tell SEC How They Differ From Brokers"

By #ACP ACP posted 06-29-2018
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ACP was mentioned in Think Advisor's " Coalition Asks RIAs to Tell SEC How They Differ From Brokers " on June 28, 2018
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ACP mentioned and president Jim Davis quoted in Wealth Management's "Coalition of RIAs Seeks to Sway SEC over Advisor/Broker Definitions"

By #ACP ACP posted 06-29-2018
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ACP mentioned and president Jim Davis quoted in Wealth Management's " Coalition of RIAs Seeks to Sway SEC over Advisor/Broker Definitions " on June 28, 2018
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ACP mentioned as partner in Investment News' "Organizations launch campaign to get investment advisers to comment on SEC rule"

By #ACP ACP posted 06-29-2018
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ACP was mentioned in Investment News as partner in " Organizations launch campaign to get investment advisers to comment on SEC rule " on June 28, 2018
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