ACP in the News

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ACP Mentioned in Financial Planning Magazine Article

posted 08-01-2023
ACP was mentioned and certified members Miriam Whiteley and Fran Goldman were featured in this article from Financial Planning magazine discussing advisors that are participating in pro bono planning. https://www.financial- planning.com/news/how- financial-advisors-can-help- with-pro-bono-advice

ACP Certified Members Miriam Whiteley and Fran Goldman Featured for Pro Bono Planning in Financial Planning Magazine

posted 07-31-2023
ACP was mentioned and certified members Miriam Whiteley and Fran Goldman were featured in this article from Financial Planning magazine discussing advisors that are participating in pro bono planning. https://www.financial- planning.com/news/how- financial-advisors-can-help- with-pro-bono-advice

ACP Certified Member Keith Spencer Quoted in NerdWallet

posted 07-07-2023
ACP Certified Member Keith Spencer was quoted in NerdWallet on ' How to Set and Vet Money Goals Midyear', sharing how opening a separate savings account for each specific goal can help: “Whether it’s saving for a home improvement, vacation or wanting to pay off the mortgage sooner, I find it helpful to set up a dedicated account for that so it’s more tangible." https://www.nerdwallet.com/article/finance/how-to-set-and-vet-money-goals-midyear

ACP Certified Member Keith Spencer Featured in ThinkAdvisor

posted 07-07-2023
ACP Certified Member Keith Spencer was featured in ThinkAdvisor sharing tips on what to do when your pre-retiree clients need to save more, including maxing out your health savings account, maxing out your 401(k) or other employer retirement plan, maxing out a Roth IRA, and more. https://www.thinkadvisor.com/ 2022/08/30/how-to-help- clients-catch-up-on- retirement-savings-advisors- advice/

ACP Certified Member Keith Spencer Featured in Barron's

posted 07-07-2023
ACP Certified Member Keith Spencer was featured in Barron's speaking on fintech solutions, including financial planning software Income Lab. https://www.barrons.com/ advisor/articles/best-tech- solutions-advisors-51650392655

ACP Certified Member Keith Spencer Quoted in CBS News on Home Equity

posted 07-07-2023
ACP Certified Member Keith Spencer was quoted in CBS News on h ow your home equity is affected by home prices, sharing information on home equity loans and a HELOC. https://www.cbsnews.com/news/ how-your-home-equity-is- affected-by-home-prices-why- now-is-a-good-time-to-borrow/

ACP Certified Member Keith Spencer Quoted in Kiplinger

posted 07-07-2023
ACP Certified Member Keith Spencer was quoted in Kiplinger on c hoosing between look-alike ETFs and mutual funds: "My basic rule of thumb is to use ETFs in taxable brokerage accounts." https://www.kiplinger.com/ investing/choosing-between- look-alike-etfs-and-mutual- funds

ACP Certified Member Keith Spencer Quoted in CBS News

posted 07-07-2023
ACP Certified Member Keith Spencer was quoted in CBS News on u sing home equity to pay off debt: "If you pay off those personal loans, but don't change your behavior and spending habits, you could end up in the same position later by adding more and more debt." https://www.cbsnews.com/news/ using-home-equity-to-pay-off- debt-do-this/

The Alliance of Comprehensive Planners Featured in Los Angeles Times Column

posted 06-20-2023
The Alliance of Comprehensive Planners was featured in a column from the Los Angeles Times in a section on how to find a fiduciary advisor, where ACP is listed as an organization of fee-only financial advisors. https://www.latimes.com/ business/story/2023-06-18/how- to-get-a-debt-collector-to- stop-calling-about-a-bogus- bill

ACP President Sheila Padden Featured in Article Published in Yahoo! Finance, The Washington Post, and More

posted 06-01-2023
Sheila Padden, 2023 President of the Alliance of Comprehensive Planners, was featured in this article published in the Washington Post, Yahoo! Finance, and more, discussing how people can simplify their financial life and reduce money clutter. https://www.washingtonpost. com/business/2023/05/29/ nerdwallet-liz-weston-money- clutter/1da7b000-fe10-11ed- 9eb0-6c94dcb16fcf_story.html https://ca.finance.yahoo.com/ news/liz-weston-5-ways- simplify-110155076.html

ACP Member Morgan Ranstrom Wrote Article on Kitces.com Blog

posted 05-11-2023
Certified ACP Member Morgan Ranstrom wrote this article on the Kitces.com blog titled " Dear Advisors: Stop Building To Sell ", discussing the importance of 'right-sizing' your practice and advocating for advisors to stop building their businesses to sell and to instead downside their client base and embrace a lifestyle practice . https://www.kitces.com/blog/ weekend-reading-for-financial- planners-may-6-7-2023/

Alliance of Comprehensive Planners Featured in SmartAsset Article

posted 04-06-2023
The Alliance of Comprehensive Planners was featured in an article from SmartAsset on finding CFPs and financial advisors that are independent and not affiliated with a brokerage house, listed alongside NAPFA, XYPN, and Garrett Planning Network. https://smartasset.com/ financial-advisor/ask-an- advisor-independent-advice

ACP Member Eizabeth Buffardi Quoted in Best Life Article

posted 03-29-2023
Certified ACP Member Eizabeth Buffardi was quoted in this article in Best Life titled " 5 Warnings About Using IRS Free File for Your Taxes ", where she discusses why filing with the agency's program is only a fit for select people, as well as potential issues .

ACP Featured in Los Angeles Times Article

posted 03-15-2023
The Alliance of Comprehensive Planners was featured in an article from the Los Angeles Times on managing retirement assets, where ACP is listed as an organization of fee-only financial advisors that charge on a retainer basis. https://www.latimes.com/ business/story/2023-03-12/how- to-get-started-managing-your- retirement-assets

Certified ACP Member Eizabeth Buffardi Quoted in Forage Article

posted 03-03-2023
Certified ACP Member Eizabeth Buffardi was quoted in this article in The Forage titled "How to Become a Tax Accountant", where she shares the story of her career path and gives tips for how young professionals can pursue a career in accounting and tax planning. https://www.theforage.com/blog/careers/how-to-become-a-tax-accountant

ACP Featured in Yahoo! Finance Article

posted 02-27-2023
The Alliance of Comprehensive Planners was featured in this article from myFICO in Yahoo! Finance, "How to Find and Vet a Financial Advisor", and mentioned alongside NAPFA, FPA, XYPN, and Garrett as good associations where you can find a financial advisor based on your zip code or goals. https://finance.yahoo.com/myfico-vet-financial-advisor-173400048.html

Alliance of Comprehensive Planners Featured in NerdWallet Article

posted 02-09-2023
Alliance of Comprehensive Planners was featured in this article from NerdWallet titled, " Fee-Only Financial Planner vs. Fee-Based: What’s the Difference? ", and mentioned alongside NAPFA, XYPN, and Garrett as a professional group where members abide by the fiduciary standard.

Certified ACP Member Courtney Ranstrom Featured in Yahoo! Finance News Release

posted 12-21-2022
Certified ACP Member Courtney Ranstrom was featured in this news release on Yahoo! Finance discussing industry trends in billing and fees, sharing why her firm adopted a flat-fee model: "You can compete on price, or you can compete on value. You cannot compete on both. We choose to compete on value." https://finance.yahoo.com/ advyzon-releases-2022-billing- fee-120000515.html

Certified ACP Member Miriam Whitely Featured in Money Magazine Article

posted 12-09-2022
Certified ACP Member Miriam Whitely was featured in an article from Money Magazine, discussing how claiming social security early can be a savvy move in a down market. https://money.com/claiming- social-security-early-can-be- a-savvy-move-in-a-down-market/

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

posted 12-06-2022
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 12-06-2022
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 12-06-2022
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 11-30-2022
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 11-18-2022
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 11-18-2022
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