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  • ACP Certified Member Elizabeth Buffardi was quoted in ComparisonAdviser in an article titled 'Required Minimum Distributions: What to Know', discussing the impact on retirement planning, as well as Roth conversions as another strategy to take advantage ...

  • ACP Certified Member Ken Robinson was quoted in Financial Advisor Magazine in an article titled 'Tricks And Methods Advisors Use To Create Realistic Retirement Budgets', suggesting that it may be more prudent to look at expenses annually rather than monthly: ...

  • ACP Certified Member Ken Robinson was quoted in MarketWatch in an article titled '‘Should I live under a bridge?’ I get $5,600 a month in Social Security retirement income, but my property taxes will soon be $20,000. Who can help?'. Ken weighs in on possible ...

  • ACP Certified Member John Scherer was featured on The Efficient Advisor Podcast in an episode titled 'How this advisor deepened his relationships and impacted clients', discussing an interesting value-add experience he offered to his clients: the Legacy ...

  • ACP Certified Member Ken Robinson was quoted in GOBankingRates in an article titled 'When Stock Prices Drop, Where Does Your Money Go?'. Ken says that one way to think about how the stock market works is to imagine a stamp collector: They’re not really ...