The Latest News Community Blog

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Linda Leitz was quoted in "When These Advisors Hire Talent, Zoom Isn’t Enough", Wealthmanagement.com

posted 14 days ago
Certified ACP Member, Linda Leitz, CFP®, EA, Ph.D., CDFA, of Peace of Mind Financial Planning, was quoted in When These Advisors Hire Talent, Zoom Isn’t Enough in Wealthmanagement.com. Leitz says that working remotely has highlighted a need for more formal, automated processes to prevent tasks from falling between the cracks. She says they’re probably a more cohesive team than they were before. Check out the full article . April 2021 .

ACP was mentioned in this LA Times column, "How the pandemic made working with a financial planner easier"

posted 16 days ago
In this LA Times column,  How the pandemic made working with a financial planner easier , Liz Weston mentioned ACP certified members as an option for individuals to receive fee-only advice, citing the positive outcome that more planners work virtually, as a result of the pandemic, April 2021 .

ACP Members Provide Tips for Taxpayers to Get the Most out of Their Returns in 2021

posted 27 days ago
Seven ACP certified members were quoted in this tips-style piece, “ ACP Members Provide Tips for Taxpayers to Get the Most out of Their Returns in 2021 ,” sharing critical tips for tax preparation this year, March 2021 .

New ACP Certified Member, Tricia Rosen, was quoted in Business Insider

posted 02-19-2021
New ACP Certified Member, Tricia Rosen, CFP®, MBA, EA, was quoted in this Business Insider article, " What are the safest investments? 7 low-risk places to put your money — and what makes them so ", by Ramsay Lewis,  February 2021 .

ACP Certified member, Wesley Stien at Lodestar Financial Management, was featured in this article in Fatherly.com, “Rates Are Still Incredibly Low. Should You Refinance Your Mortgage?”

posted 02-11-2021
ACP Certified member, Wesley Stien at Lodestar Financial Management, was featured in this article in Fatherly.com, “ Rates Are Still Incredibly Low. Should You Refinance Your Mortgage?”

ACP Certified member Steve Swicegood, CFP® discusses why a retainer-based business makes sense in FPA's Next Gen magazine

posted 02-05-2021
ACP Certified member Steve Swicegood, CFP® discusses why a retainer-based business makes sense in FPA's Next Gen magazine, read the full article here .

ACP member Forrest Baumhover featured in Financial Advisor Success podcast with Michael Kitces

posted 01-04-2021
ACP member Forrest Baumhover was featured in Episode 209 of Financial Advisor Success podcast with Michael Kitces: Launching Your Own (Niche) Practice As A Pathway To Becoming A Partner In A Large Advisory Firm .

Alliance of Comprehensive Planners Certified Member, Michelle Morris, quoted in this article “Smart Tax Moves for Freelancers” by Kimberly Lankford in U.S. News

posted 01-04-2021
Alliance of Comprehensive Planners Certified Member, Michelle Morris, quoted in this article “ Smart Tax Moves for Freelancers ” by Kimberly Lankford in U.S. News.

ACP and ACP president Chris Wentzien were mentioned in Financial Planning article "As Schwab gets bigger, what's ahead for TD's much smaller RIAs?"

posted 12-02-2020
Alliance of Comprehensive Planners was mentioned in this article in Financial Planning,  As Schwab gets bigger, what’s ahead for TD’s much smaller RIAs ? Chris Wentzien, president of ACP, was quoted, along with other industry leaders and fee-only organizations.

Alliance of Comprehensive Planner Certified member, Cordi Powell, is profiled in ThinkAdvisor by Jane Wollman Rusoff

posted 11-11-2020
Alliance of Comprehensive Planner Certified member, Cordi Powell, is profiled in ThinkAdvisor by Jane Wollman Rusoff. Powell credits ACP and being independent with helping her avoid potential issues of diversity faced by many advisors of color working at, or aspiring to work at, large financial services firms. The profile,  Doctor-Turned-Advisor Finds New Ways to Help Clients ,  is part of a special report  Women in Wealth: An Examination of Gender Diversity in Financial Services.

The Alliance of Comprehensive Planners announces its first-ever Virtual Annual Conference, to be held on October 28-30, 2020.

posted 09-28-2020
The Alliance of Comprehensive Planners announces its first-ever Virtual Annual Conference , to be held on October 28-30, 2020.

Alliance of Comprehensive Planners mentioned in Forbes article, "CFP: What Is A Certified Financial Planner?"

posted 09-23-2020
Alliance of Comprehensive Planners’ website is mentioned in Forbes as a source for finding advisors in the article,   CFP: What is a Certified Financial Planner? Helpful information on what individuals need to search to find a right-fit financial advisor to help them plan for their future, including the definition of fiduciary duty and What is a Certified Financial Planners?

ACP President, Chris Wentzien, wrote a byline article for NAPFA Advisor, “Why one NAPFA member uses a retainer fee model.”

posted 07-30-2020
ACP President, Chris Wentzien, CPA/PFS, CFP, MBA, of Natural Bridges Financial Advisors, a financial planner and NAPFA Member who works on a fee-only retainer-basis using methodology he learned and adopted through the Alliance of Comprehensive Planners (ACP), wrote an article for  NAPFA Advisor Magazine  entitled “Why one NAPFA member uses a retainer fee model.” Wentzien says that within the ACP membership, "we don't see a decline in revenues among our member firms and many of them are bringing in new clients" even in these challenging times. He explains how a retainer business model and the ACP methodology, which includes something called "Functional Asset ...

Alliance of Comprehensive Planners Salutes ACP Certified Member Courtney Ranstrom

posted 07-30-2020
Alliance of Comprehensive Planners Salutes ACP Certified Member Courtney Ranstrom   InvestmentNews Names Ranstrom to 40 Under 40 List of Financial Professionals Dubbed “The Future of Our Business ” WILMINGTON, NC – July 29, 2020 – The Alliance of Comprehensive Planners (ACP) , a group of tax-focused financial planners that adhere to the Fiduciary Standard, today announced that one of its certified ACP members, Courtney Ranstrom, has been named to the 2020 InvestmentNews 40 Under 40 list. The InvestmentNews 40 Under 40 project highlights young talent in the financial advice industry. Ranstrom, 38, is co-founder and a fee-only financial planner at ...

ACP Board member, Kelly L Adams profiled by Bridget McCrea in, “A Shining Light for Her Clients” in the July issue of NAPFA Advisor.

posted 07-29-2020
NAPFA ADVISOR MAGAZINE, JULY 2020 ACP Member Kelly Adams Profiled as "Shining light for her clients" ACP Board member, Kelly L Adams, CFP, EA, RLP, of Harbor Light Planning, was profiled by Bridget McCrea in an article entitled “A Shining Light for Her Clients” in the July issue of   NAPFA Advisor Magazine.   Adams, who says her favorite financial planning website is   www.ACPlanners.org , shares how she has built her business through small acquisitions and organic growth since 2004 and how the ACP methodology helps her work with clients and provide the stability they need in challenging times such as the ones we are experiencing as a nation now. ...

Alliance of Comprehensive Planners mentioned in MarketWatch article, “Opinion: If a financial adviser can’t say ‘yes’ to these 2 revealing questions, save your money for one who can” by Pam Krueger

posted 07-01-2020
Pam Krueger writes about Alliance of Comprehensive Planners in her article in MarketWatch - Opinion: If a financial adviser can’t say ‘yes’ to these 2 revealing questions, save your money for one who can : “If you’re thinking about working with a broker, the onus is on you to slog through all the fine print and ask all the right questions to help you decide if you can really trust this person to make your financial needs their highest priority. But why put yourself through this opaque process? There’s a much easier way to make sure your adviser serves as a real fiduciary, all of the time: Hire an independent fee-only fiduciary investment adviser or financial ...

Certified ACP Member, Laura I. Rotter mentioned in this article, “How to Rethink Your Budget With Just One Income” by Veronica Dagher in The Wall Street Journal.

posted 06-29-2020
Certified ACP Member, Laura I. Rotter of True Abundance Advisors, was mentioned in this article, “How to Rethink Your Budget With Just One Income” by Veronica Dagher in The Wall Street Journal. When asked “What should we consider when it comes to benefits after losing a job?” Rotter answered, if you lost your health insurance, be sure to replace it. If you have insurance through your job, a job loss generally qualifies you for special enrollment under the Affordable Care Act. Other options may include electing Cobra insurance or being added to your spouse’s employer-based health insurance. Make sure you both have life insurance.

ACP member Britta Koepf, CFP®, ChSNC, quoted in a cleveland.com article by Rich Exner: "Does it make sense to pay off your mortgage early? Here’s what to consider: That’s Rich!"

posted 06-26-2020
ACP member Britta Koepf, CFP®, ChSNC, quoted in a cleveland.com article by Rich Exner: "Does it make sense to pay off your mortgage early? Here’s what to consider: That’s Rich!" . June 2020.

ACP members Hannah Basil Bryant, CFP®, and Chip Simon, CFP® featured in recent Swift Chat "How the ACP System™ Reduces Anxiety – for Advisors and Their Clients – During Market Downturns"

posted 05-05-2020
In this Swift Chat with  Marie Swift , ACP members  Hannah Basil Bryant, CFP®  and  Chip Simon, CFP®  explain how the ACP System™ helps advisors maintain their client base (and their revenue) while their clients feel safe and secure through market downturns, even during the current worldwide health and financial crisis:  https://bit.ly/2ytgMTm

ACP Board Member, Sheila Padden, mentioned by writer, Donald Jay Korn, in Savvy ways to gift assets while also cutting tax rates in Financial Planning

posted 05-01-2020
ACP Board Member, Sheila Padden, mentioned by writer, Donald Jay Korn, in  Savvy ways to gift assets while also cutting tax rates  in Financial Planning. April 2020.

ACP Board Member, Sheila Padden, quoted in this PLANADVISER article by Lee Barney - The Need for Planning—Not Just Advice—Is Clear.

posted 05-01-2020
ACP Board Member, Sheila Padden, quoted in this PLANADVISER article by Lee Barney  The Need for Planning—Not Just Advice—Is Clear . April 2020.

ACP certified member Ken Robinson and ACP President Chris Wentzien give advice in this article by Coryanne Hicks, “Tax Deductions for Financial Advisor Fees” in US News, regarding deducting fees from IRAs.

posted 04-27-2020
ACP certified member Ken Robinson and ACP President Chris Wentzien give advice in this article by Coryanne Hicks, “Tax Deductions for Financial Advisor Fees” in US News, regarding deducting fees from IRAs.

Alliance of Comprehensive Planners and Kinder Institute of Life Planning Announce Plans for 2020 Conference in Atlanta and outline featured speaker roster, which includes George Kinder, Susan Bradley, and Dan Roam.

posted 04-23-2020
Alliance of Comprehensive Planners and Kinder Institute of Life Planning Announce Plans for 2020 Conference in Atlanta and outline featured speaker roster, which includes George Kinder, Susan Bradley, and Dan Roam.  https://prn.to/3eM69vq

ACP members Robert Walsh and Timothy Caban were both quoted in a Financial Advisor IQ article, “Warning Signals Raised Over SBA Loan Loopholes” by Miriam Rozen.

posted 04-09-2020
ACP members Robert Walsh and Timothy Caban were both quoted in a Financial Advisor IQ article, “ Warning Signals Raised Over SBA Loan Loopholes ” by Miriam Rozen.

ACP member Michelle Morris, CFP®, EA, featured in AARP article "Why You Should Have a Roth IRA During Turbulent Times"

posted 04-03-2020
ACP member Michelle Morris, CFP®, EA, featured in AARP article " Why You Should Have a Roth IRA During Turbulent Times. " April 2020.