Latest ACP Blogs

Certified ACP member and co-owner of Taconic Advisors, Meredith Briggs is quoted in this article, Anti-Annuity Stance Softening Among Advisors and Investors, in ThinkAdvisor.

By Taylor Conger posted 2 days ago
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Certified ACP member and co-owner of Taconic Advisors, Meredith Briggs is quoted in this article, Anti-Annuity Stance Softening Among Advisors and Investors , in ThinkAdvisor.
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Secrets of the ACP: A Financial Advisor's Roadmap to Success & Profitability

By Taylor Conger posted 16 days ago
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ACP's upcoming webinar featured in Digital Journal article,  Secrets of the ACP: A Financial Advisor's Roadmap to Success & Profitability
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ACP 2018 Conference Recap by Elizabeth Buffardi

By Taylor Conger posted 25 days ago
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Every year, the Alliance of Comprehensive Planners (ACP) hosts a conference to give members a chance to come together to discuss, learn, and collaborate with each other about the most pressing financial planning topics. ACP, a not-for-profit organization, is a community of fee-only, holistic financial planners. We believe in providing advice based on the true meaning of fiduciary service. Our clients always come first, and our advice is based on their needs. We believe it’s essential to stay informed about taxes and the potential tax effects of financial decisions. By operating on the retainer model, we are able to give our clients the best possible advice. ...
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ACP President, Jim Davis, quoted in USA Today article, How Today's Low Taxes Can Help Nurture Your Retirement Nest Egg.

By Taylor Conger posted 25 days ago
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ACP President, Jim Davis, quoted in USA Today article, How Today's Low Taxes Can Help Nurture Your Retirement Nest Egg .
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ACP Member, Troy Von Haefen, Profile Published on ThinkAdvisor

By Taylor Conger posted 26 days ago
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ACP Member, Troy Von Haefen, Profile Published on ThinkAdvisor. Read the article here .
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ACP Member, Lois Basil, Featured in Video at FPA Conference

By Taylor Conger posted 29 days ago
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To watch the full video of Lois Basil at the FPA Conference, click here to watch .  Video Credit: Impact Communications ACP member Lois Basil talks about working with clients on a flat fee / retainer model and how she provides tax-focused, holistic financial planning services on a commission-free basis. She shares how the Alliance of Comprehensive Planners (ACP) works to support independently owned and operated RIAs like hers and says that being a woman-owned firm has helped attract clients. Recorded live at the FPA annual conference at the Hyatt Regency Chicago, Sept. 2018 by AssetTV
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Alliance of Comprehensive Planners Partners with Capitect for Client Portal and Performance Reporting Technology

By Taylor Conger posted 11-08-2018
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Alliance of Comprehensive Planners Partners with Capitect for Client Portal and Performance Reporting Technology. Read the full press release here.
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ACP Member, Meredith Briggs, quoted in MoneyTalks News article, 8 Smart Money Moves to Make as an Empty Nester.

By Taylor Conger posted 10-29-2018
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ACP Member, Meredith Briggs, quoted in MoneyTalks News article, 8 Smart Money Moves to Make as an Empty Nester .
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ACP Member, Frank Corrado, mentioned in ThinkAdvisor article by Bernice Napach

By Taylor Conger posted 10-29-2018
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ACP Member, Frankie Corrado, mentioned in ThinkAdvisor article by Bernice Napach .
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ACP mentioned in AARP article, Financial Planners for the Rest of Us.

By Taylor Conger posted 10-11-2018
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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 10-11-2018
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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 10-11-2018
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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 09-26-2018
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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 09-25-2018
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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 09-24-2018
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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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