ACP in the News

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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 29 days ago
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/2ytgMT

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/3eM69v

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.

ACP Certified member Kenneth Robinson interviewed in an Associated Press article, “Don’t Give Your Adult Kids Your House” by Liz Weston

posted 03-31-2020
ACP Certified member Kenneth Robinson interviewed in an Associated Press article,  “Don’t Give Your Adult Kids Your House” by Liz Weston.

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

posted 03-27-2020
ACP member Michelle Morris, CFP®, EA, featured in US News online article " The Most Overlooked Tax Write-Offs " March, 2020.

Alliance of Comprehensive Planners mentioned in a Nerd's Eye Blog by Michael Kitces

posted 03-19-2020
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

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)."

posted 02-27-2020
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.

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

posted 02-25-2020
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

Columnist Liz Weston interviews advisors from Alliance of Comprehensive Planners on Retiree’s Top Money Regrets for her column in the New York Times

posted 01-28-2020
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.

ACP certified member, Linda Y. Leitz quoted in Liz Weston New York Times column on: "How to Have a 'No-Regrets' Retirement"

posted 01-16-2020
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

Columnist Liz Weston on retirement, suggests readers get a referral to a fee-only planner from several organizations, including the Alliance of Comprehensive Planners.

posted 01-16-2020
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

ACP member and Army veteran, Rorik Larson, is profiled by Jane Wollman Rusoff in ThinkAdvisor

posted 12-20-2019
ACP member and Army veteran, Rorik Larson, is profiled by Jane Wollman Rusoff in ThinkAdvisor: https://bit.ly/2MaHEvd December, 2019.

ACP President, Frankie Corrado, is profiled in Authority Magazine on “5 Things To Look For When Hiring a Financial Planner or Financial Adviser.”

posted 12-12-2019
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

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

posted 12-12-2019
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

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.

posted 10-24-2019
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

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.

posted 10-10-2019
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

ACP Announces New Podcast Series

posted 09-18-2019
ACP Announces New Podcast Series:  https://bit.ly/2kGZkE

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.

posted 09-06-2019
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

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

posted 08-26-2019
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

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.”

posted 08-12-2019
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 .

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.

posted 08-06-2019
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