ACP in the News

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

posted yesterday
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

The Alliance of Comprehensive Planners Featured in a CNBC Article

posted yesterday
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

The Alliance of Comprehensive Planners Featured in a Series of Forbes Articles

posted yesterday
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/ ...

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.

posted 7 days ago
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

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.

posted 19 days ago
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

The Alliance of Comprehensive Planners was featured in an article from the Los Angeles Times

posted 19 days ago
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

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'.

posted 10-28-2022
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/

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.

posted 10-28-2022
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

ACP Member Elizabeth Buffardi quoted in article on "Personal Tax Loan Implications" on the OppU Blog

posted 10-28-2022
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.spokesman.com/ stories/2022/jun/16/12-ways- to-bank-smarter-simple-tips- and-tricks-to-/

ACP Member Elizabeth Buffardi quoted in article on "12 ways to bank smarter" in Bankrate

posted 10-28-2022
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/

ACP Member Elizabeth Buffardi quoted in article on taxable vs. tax-deferred accounts in Kiplinger

posted 10-28-2022
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

ACP Members Elizabeth Buffardi and Keith Spencer quoted in article on high-yield savings account in MarketWatch

posted 10-28-2022
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

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.

posted 10-10-2022
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

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

posted 10-10-2022
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

InvestmentNews Senior Columnist Jeff Benjamin will moderate a lively discussion at the 2022 InvestmentNews RIA Summit with ACP Member / financial planner Courtney Ranstrom

posted 09-21-2022
InvestmentNews Senior Columnist Jeff Benjamin will moderate a lively discussion at the 2022 InvestmentNews RIA Summit with ACP Member / financial planner Courtney Ranstrom and investment manager Rick Ferri as they debate the topic of fee-based advice from opposite ends of the spectrum. Which is better: asset-based pricing or the fee model? How and what do advisors charge, and what are all the options? "The Fee Face Off" will take place  in November 2022 at the InvestmentNews  RIA Summit  in Boston. https://investmentnews. eventscase.com/EN/ RIASummit2022/Agenda

ACP Certified member Jared Hoole was quoted in this article in MarketWatch, Financial Face-Off: Is it better to be a W-2 payroll employee or self-employed? ‘You’ve got the ability to control your own destiny’

posted 06-02-2022
ACP Certified member Jared Hoole   was quoted in this article in MarketWatch: Jared Hoole, a CFP and president of Lakeside Financial Planning based in Burlington, Mass., says self-employment gives him the flexibility to be with his family. One big advantage that he sees: “You’ve got the ability to control your own destiny.”   https://www.marketwatch.com/story/financial-face-off-is-it-better-to-be-a-w-2-payroll-employee-or-self-employed-youve-got-the-ability-to-control-your-own-destiny-11654087979?mod=financial-face-off

ACP Certified member Frank Corrado was quoted in this article in InvestmentNews, “The most seasoned advisers show no signs of slowing down — or retiring.”

posted 05-06-2022
ACP Certified member Frank Corrado was quoted in this article in InvestmentNews, “The most seasoned advisers show no signs of slowing down — or retiring.” “If you define retirement as not working, I don’t think I could ever do that,” Corrado said. “Most people my age are downsizing to retirement communities and I’m putting in a whole new backyard. The two most precious resources are money and time, and as you get older, time is everything. Once you control your time, you then truly have financial freedom.”   https://www.investmentnews.com/the-most-seasoned-advisers-show-no-signs-of-slowing-down-or-retiring-220192

Featured Speakers Announced for the 2022 Annual Conference

posted 04-28-2022
Alliance of Comprehensive Planners (ACP) has announced the featured speakers and agenda for their in-person conference this fall. The event will be held September 28-October 1, 2022 at the Hilton Minneapolis, MN.   https://finance.yahoo.com/ news/alliance-comprehensive- planners-announces-2022- 150900719.html

Members of ACP are providing an array of tax tips to help the general public and those who are still in the midst of or finalizing their 2021 tax returns.

posted 04-17-2022
Members of the Alliance of Comprehensive Planners (ACP) are providing an array of tax tips to help the general public and those who are still in the midst of or finalizing their 2021 tax returns.   https://agilitypr.news/ACP-Members-List-Five-Tax-Sins-for-Consu-30965

Certified member Tricia Rosen was quoted in this article in CNBC, “Rising inflation may increase yearly rates for I bonds. Here’s what to know.”

posted 04-13-2022
Certified member   Tricia Rosen  was quoted in this article in  CNBC, “ Rising inflation may increase yearly rates for I bonds. Here’s what to know. ” The writer comments that a downside of I bonds is the lack of flexibility, which makes I bonds less attractive for emergency savings you may need to access in a pinch.  “You absolutely cannot access it for a year,” said certified financial planner Tricia Rosen, principal at Access Financial Planning in Andover, Massachusetts. “It doesn’t matter how badly you need it or what horrible situation you’re in.” Moreover, if you cash in I bonds within five years, you’ll lose the previous three months of interest, she ...

Certified member, Sheila Padden, was quoted in the WSJ article "Investors Flock to 'I Savings Bonds' for Protection Against Inflation."

posted 03-04-2022
Certified member, Shelia Padden was quoted in this article in The Wall Street Journal, “ Investors Flock to ‘I Savings Bonds’ for Protection Against Inflation .”  “I bonds are meant to be savings tools,” says Sheila Padden, a certified financial planner and CEO of Padden Financial Planning LLC in Chicago. “They fill a gap in a portion of one’s fixed-income portfolio. They are great for emergency funds and are also good for retirees or near-retirees as a bond ladder to supplement guaranteed income.”

ACP was mentioned by Mike Kitces on Kitces.com in his article "3 Essential Client Meeting Skills For Financial Advisors (And How To Develop Them!)"

posted 02-09-2022
Alliance of Comprehensive Planners was listed in this Kitces.com article on “ 3 Essential Client Meeting Skills For Financial Advisors (And How To Develop Them!) ” Kitces wrote: For advisors who want to go beyond the basic skills of holding a client meeting and who want to learn an entire  system  of financial planning and client communication, there are a number of holistic planning programs that cover the entire planning process. Three programs that exemplify this approach are  The Alliance of Comprehensive Planners’ ACP Success Program ,  Money Quotient’s True Wealth Process ,  and the  Kinder Institute’s EVOKE Life Planning Training Course .

Alliance of Comprehensive Planners Announces Dates and Location for 2022 Annual Conference

posted 02-02-2022
Alliance of Comprehensive Planners announced dates and location for the 2022 ACP Annual Conference, which is now scheduled for Sept 28 - Oct 1 and will be held at the Hilton Minneapolis in downtown Minneapolis. https://www.mediasourceportal.com/announcements/alliance-of-comprehensive-planners-announces-dates-and-location-for-2022-annual-conference

Certified ACP member Laura I. Rotter was quoted in a recent NY Times article

posted 02-02-2022
Certified ACP member Laura I. Rotter was quoted in a recent NY Times article:   Everyone is Quitting. Here’s the Right Way to Do It . If you own a home, applying for a home equity line of credit before you quit (and lose your pay stubs) can provide added security. “You may not need it, but it is a nice thing to fall back on for extra cash because it is much cheaper than drawing on credit cards,” said Laura Rotter, a financial planner in White Plains, N.Y.

Certified Member, Rorik Larson, Quoted in “How to Make Your Financial Life Happier in 2022” in The Wall Street Journal

posted 01-12-2022
Certified member, Rorik Larson, was quoted in “ How to Make Your Financial Life Happier in 2022 ” in The Wall Street Journal by Anne Tergesen. “If you have more than one traditional IRA, Roth IRA, 401(k) and taxable account, consolidate your holdings into one of each type so you will have fewer statements to keep track of,” says Larson, an adviser in Palos Heights, Ill.