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John Scherer was quoted in MarketWatch article by Alessandra Malito

posted 5 days ago
Certified Alliance of Comprehensive Planners member, John Scherer, was quoted in this article by Alessandra Malito in MarketWatch, “ We have $8 million saved for retirement, are in our early 50s and want to retire early, but are worried about healthcare expenses — what can we do? ,” about health insurance costs in retirement. “ “The good news is that these days with the exchange, healthcare coverage is more a matter of having an extra expense in retirement and not a matter of whether a person can get coverage in the first place,”  said Scherer.

ACP Members Provide Summer Tips for Taxpayers to Plan Ahead for 2021 Returns

posted 15 days ago
ACP Members Provide Summer Tips for Taxpayers to Plan Ahead for 2021 Returns WILMINGTON, NC / AGILITYPR.NEWS / July 15, 2021 /   Extended Child Tax Credit, Adjusted Tax Payments, and Vacation Experiences Top the List While families explore the possibility of getting out of their homes and even travelling this summer, four certified members of the   Alliance of Comprehensive Planners (ACP),   have provided an array of tax tips to help the general public and other advisors keep an eye towards planning for next year’s tax returns while they enjoy their vacations. A community of tax-focused financial planners who provide comprehensive planning ...

Linda Leitz wrote "Defining, and working towards, financial independence" in the Colorado Springs Gazette

posted 22 days ago
Certified ACP member, Linda Leitz, CFP® and founder of Peace of Mind Financial Planning Inc, mentioned Alliance of Comprehensive Planners in her article in Colorado Springs Gazette, “ Defining, and working toward, financial independence ”.  Leitz writes about the importance of assessing your financial life cycles. She also gives a shout out to ACP in the article!

ACP was mentioned in this Morningstar article, "Adding Project-Based Planning to Your Advisory Business"

posted 07-01-2021
Alliance of Comprehensive Planners was mentioned in this article in Morningstar, “ Adding Project-Based Planning to Your Advisory Business ,” about project-based financial planning by Chloe Moore, CFP® at Financial Staples. Moore writes that project-based financial planning is a useful addition to a practice that can help advisors broaden their reach. She also gives a shout out to ACP in the article! Check it out now: https://www.morningstar.com/articles/1044817/adding-project-based-planning-to-your-advisory-business

Zach Teutsch was interviewed in “Growing a Healthy Practice” by Cheryl Winokur in Barron’s

posted 05-26-2021
Certified ACP member, Zach Teutsch was interviewed in this article by Cheryl Winokur Munk, “ Growing a Healthy Practice ” in Barron’s. May 2021 . Many advisors struggle to find a niche that suits them, trying to manufacture a connection and failing as a result because they aren’t fully invested. In such cases, sales pitches and follow-throughs ultimately fall short, advisors say.  “You can’t fake it,” says Zach Teutsch, founder of Values Added Financial, an advisory firm based in Washington, D.C., that focuses on charity-oriented progressives, which reflects Teutsch’s political and personal leanings. He worked at the Consumer Financial Protection ...

Steve Martin and Rorik Larson were quoted in "12 Questions Everyone Should Be Able to Answer About Their Finances" on Fatherly.com

posted 05-20-2021
Certified ACP members, Steve Martin, CFP®, CPA, JD and Rorik Larson, CFP®, EA, MBA were interviewed and quoted in this article by Daniel Kurt, “ 12 Questions Everyone Should Be Able to Answer About Their Finances”  on Fatherly.com. Hats off to Steve and Rorik for representing ACP! May 2021 .

Tricia Rosen was quoted in "The 5 Biggest Investing Mistakes Beginners Need to Avoid, According to Financial Advisors"

posted 05-11-2021
ACP member, Tricia Rosen at Access Financial Planning, was quoted in this article by Mallika Mitra, “ The 5 Biggest Investing Mistakes Beginners Need to Avoid, According to Financial Advisors ,” in Money.com. Rosen said, “While it’s great that investing has become more accessible to more people, many first-time investors are not aware of the tax consequences of trading.” May 2021 .

ACP was mentioned in this Medical Economics article, "How to find the best financial advisor for you"

posted 05-07-2021
In this Medical Economics article,  How to find the best financial advisor for you , Jordan Rosenfeld mentioned that, if trusted colleagues or family members don’t have referrals, searching on a professional organization website, such as Alliance of Comprehensive Planners, is a good way to find an financial advisor. Check out the full article ! May 2021 .

ACP’s 2021 Annual Conference was mentioned in Financial Advisor Magazine

posted 04-27-2021
ACP’s 2021 Annual Conference, slated for November in Atlanta, was mentioned in this article in Financial Advisor Magazine , April 2021 .

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

posted 04-08-2021
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 04-06-2021
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 03-26-2021
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 ...