Latest ACP Blogs

ACP member Michelle Morris, CFP®, EA, featured in US News online article "The Most Overlooked Tax Write-Offs"

By #ACP ACP
ACP member Michelle Morris, CFP®, EA, featured in US News online article " The Most Overlooked Tax Write-Offs " March, 2020.
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Alliance of Comprehensive Planners mentioned in a Nerd's Eye Blog by Michael Kitces

By #ACP ACP
In a recent article by Michael Kitces, published on the Nerd's Eye blog, Kitces talks about the rise of TAPPs - Turnkey Advice and Planning Programs and mentions the Alliance of Comprehensive Planners as an early pioneer and still vital model for fiduciary planners. View the full article:  http://bit.ly/3a1XcL
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The Seven Core Concepts You Need To Build A Holistic Financial Plan

By #ACP ACP
Here at ACP, our community of advisors has a particular way of looking at household financial planning. Even though we all serve many different clients with varying demographics, household incomes, financial profiles, and goals, we come together on a core set of beliefs that fuel our practices.  Today, we want to illustrate ACP’s seven core concepts for approaching financial planning with clients. These concepts were developed by Bert Whitehead who in 1995 presented them to a group of four other professionals with the intent to change the way we approach financial planning: from institutions to people.  Bert knew that as it currently stood, the ...
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What Is Holistic Financial Planning? (And Why It Matters)

By #ACP ACP
Financial planning reaches far beyond investments. It’s more than paperwork and numbers on a balance sheet; it’s about understanding and optimizing the full scope of a client’s financial horizon. We at ACP know financial planning to be a rich field with great depth and reach, but that isn’t the case for every client who walks through your doors. Sometimes the financial world can seem segmented to them, with a professional dedicated to just one area of their plan: insurance, investment, estate planning, taxes, etc.  While each area is important individually, how they inform, complement, and function together is the best way to get a comprehensive ...
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ACP founder Bert Whitehead’s book, "Why Smart People Do Stupid Things With Money," included in UpJourney article, "27 Best Life Coaching Books of All Time (That Will Change Your Life)."

By #ACP ACP
ACP founder Bert Whitehead’s book, "Why Smart People Do Stupid Things With Money," included in UpJourney article, "27 Best Life Coaching Books of All Time (That Will Change Your Life)."   January, 2020.
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Certified ACP member, Ken Robinson, was quoted in a US News & World Report article on “7 Most Common Tax Mistakes Investors Make” by Rebecca Lake

By #ACP ACP
Certified ACP member, Ken Robinson, was quoted in a US News & World Report article on “ 7 Most Common Tax Mistakes Investors Make ” by Rebecca Lak
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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

By #ACP ACP
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"

By #ACP ACP
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

By #ACP ACP
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

By #ACP ACP
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.”

By #ACP ACP
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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