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The CARES Act, PPP Loans, SECURE Act, Tax Strategy, Financial Planning and more

7/30/2020

 
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The Alliance of Comprehensive Planners (ACP), is a community of approximately 200 tax-focused financial planners who provide comprehensive planning strategies for their clients on a fee-only (commission-free) retainer basis. ACP members are required to maintain the CFP® or CPA/PFS (or equivalent) designation, complete ACP’s rigorous training program, and meet some of the highest continuing education requirements in the industry. This diverse group can address anything and everything as it pertains to personal financial  planning and tax strategies. There  are some real brainiacs  in this group and it would be difficult to stump this professional think tank!


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The Vatican, SMAs and ESG Investing: Moddasser and Etzweiler Weigh In

6/24/2020

 
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​Last week, the Vatican put out communications urging Catholics and the private sector to "progressively and without delay" divest from fossil fuel producers and other entities that perpetuate climate change. The pope called on Catholics to avoid "support for companies harmful to human or social ecology," such as weapon makers and abortion providers, as well as the fossil fuel industry.

Last month, more that 40 faith organizations from around the world, more than half of them Catholic, pledged to divest from fossil fuel companies. 
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But what do professional financial advisors and investment managers say?


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Where to Put Your Money Considering All the COVID-19 Uncertainty + Reasons to be Hopeful During this Corona Crisis

6/13/2020

 
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Download the PDF below to see how the investment professionals, Mark Pearson and Chuck Etzweiler, at Nepsis, Inc., an SEC Registered Investment Advisor (RIA), use the "5 C's of Post Covid-19 Opportunity" as a lens for selecting investments for their clients today. They also provide some foundational ideas for an article you might want to develop further, with their help, of course, on "5 Essentials for Smart Investing" and  "Reasons To Be Hopeful During this Corona Crisis."


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Building a Dream Career, Retirement Planning, Bootstrapping a Business, Family Harmony & More

6/12/2020

 
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Financial advisor Tony D'Amico, host of the "Wealth and Life Podcast" is always speaking with interesting guests and exploring important topics. Recent episodes:
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  • Retirement planning today
  • Bootstrapping a business plan
  • Estate planning with a focus on family harmony
  • Building a dream career
  • Insurance policies and how to ensure you get the coverage you need as your situation in life changes​


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Financial Planning Metaphors and Interesting Life Lessons from an "Unlikely Ironman" + 3 Pillar Retirement Planning

6/11/2020

 
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Michael Garry earned a B.S. in Finance and an MBA in Finance from Saint Joseph’s University, and a law degree (JD) from the Widener University School of Law, where he concentrated in tax, securities, and estate planning. He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and an Accredited Investment Fiduciary® (AIF®). He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Through his personal finances focused blog, Mr. Garry covers important topics such as:


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    Story Ideas and Sources for Journalists

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    We look forward to hearing from you!

    Marie Swift, Founder & CEO
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