Practical Wisdom from ACP Financial Advisors

Financial Planning is about more than investments. Other subjects like taxes, insurance, and estate planning are also crucial to a household's financial future. But with guidance on each of these subjects coming from different professionals, each with their own agenda, how can a consumer follow a consistent, coordinated plan? Our guest, Kelly Adams, CFP®, EA of Harbor Light Planning, discusses what it means to be a holistic financial planner.

To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Kelly Adams, please visit www.HarborLightPlanning.com/.

If you're a tax practitioner, you've probably thought about expanding your business to include financial planning. But how do you actually do that, and what should you expect the process to be like? Our guest, Bridget Sullivan Mermel, CFP®, CPA of Sullivan Mermel, Inc., shares her experiences making just this transition: from tax practitioner to fiduciary, fee-only financial planner.

To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Bridget Sullivan Mermel, please visit www.SullivanMermel.com.