Advisor News

Dr. Kathleen Rehl's "Six Recommendations for Working with Widows"

aca_admin — Tue, 19 Feb 2013 06:00:00 GMT

ACA fee-only advisor Kathleen Rehl's reputation as a thought leader in the financial planning profession continues to grow. In this article in Advisor Perspectives, she distills her experience as a widow and as a financial advisor working with widows into six key guidelines for financial advisors serving this growing and oft-exploited population. She also shares three common mistakes advisors make and how to avoid them.

Linda Leitz selected as NAPFA's Chair-Elect

aca_admin — Thu, 31 Jan 2013 17:50:00 GMT

Linda Leitz - author, speaker, Certified Financial Planner®:, Certified Divorce Financial Analyst, and ACA member extraordinaire - has been named the Chair-Elect of the National Association of Personal Financial Advisors (NAFPA). Linda's term as Chairperson will begin September 1st.

An ACA member since 2000, Linda has helped dozens of her colleagues become successful holistic fee-only financial planners as key part of ACA's professional development team and especially as an ACA System™ instructor.

Congratulations, Linda! NAPFA will be an even better organization under you wise stewardship.

Linda Leitz explores the unique challenges of clients with dementia

aca_admin — Thu, 20 Dec 2012 17:15:00 GMT

ACA fee-only financial planner Linda Leitz, EA, CFP, CDFA, a regular columnist with NAPFA Advisor, takes on the issue of advising a client who is exhibiting symptoms of dementia in the article "When Do Clients' Poor Decisions Signal Bigger Problems?" (page 28). Fellow ACA members Troy Thompson and Ken Robinson offer their perspectives as both Certified Financial Planners and attorneys.

Kathleen Rehl discusses the Practical Points in Serving Widows

aca_admin — Mon, 17 Dec 2012 22:00:00 GMT

ACA founding member Kathleen Rehl, CFP, Ph.D. is a leading authority on helping widows in transition. In the November 2012 issue of the NAPFA Advisor, she offers advice to fee-only financial planners on meeting the special needs of what is now one of the fastest-growing demographic groups. Her tips include:

You need to hear her and "get" her emotional state
Even though you have valuable information, listen more than you talk
Give her the permission to go slowly with the issues that don't need immediate attention.

For more of Kathleen's expert advice, read the full article in the NAPFA Advisor (pages 32-33).

Linda Leitz - A Disaster Plan Put to the Test

aca_admin — Mon, 15 Oct 2012 19:50:00 GMT

When fire broke out in Colorado Springs this past June, Linda Leitz, EA, CFP, never dreamed it would put her company's disaster plan to the test. How she and her staff worked with each other and with their clients during the evacuation and the aftermath is described in "It Can't Happen Here. But It Did." in the September issue of the NAPFA Advisor.

Linda shares stories of other NAPFA fee-only financial planners and their disaster plans as well, including ACA members Ken Robinson, J.D., CFP and Cambridge Connection, Inc.

Read the full story here (pages 30-31).

To Attract Female Clients Focus On Goals, Not Products

aca_admin — Fri, 03 Aug 2012 18:34:00 GMT

ACA member Connie Stone was quoted in the Financial Adviser blog posting "To Attract Female Clients Focus On Goals, Not Products" by Veronica Dagher.

Adviser creates program for young professionals

aca_admin — Fri, 20 Jul 2012 17:54:00 GMT

ACA member Jackie Kleinman was featured in the InvestmentNews article "Adviser creates program for young professionals" by Lavonne Kuykendall. The article discusses a program created by Jackie called "On Your Way To Wealth" that provides guidance to young professionals on financial decisions they may be facing for the first time.

Divorcees, Widows Use Advisors More Than Men

aca_admin — Fri, 22 Jun 2012 01:07:44 GMT

The AdvisorOne article "Divorcees, Widows Use Advisors More Than Men" by Joyce Hanson mentions ACA and ACA member Kathleen Rehl along with her book Moving Forward on Your Own: A Financial Guidebook for Widows.

The Truth About Donor-Advised Funds

aca_admin — Mon, 11 Jun 2012 19:52:00 GMT

ACA member Bert Whitehead was quoted in the Wall Street Journal article "The Truth About Donor-Advised Funds" by Laura Saunders.

RIAs flood Capitol Hill with protests against a SRO-FINRA future

aca_admin — Wed, 06 Jun 2012 19:56:00 GMT

ACA member Kenneth Robinson was quoted in the RIABiz article "RIAs flood Capitol Hill with protests against a SRO-FINRA future" by Lisa Shidler.

Speaking Your Clients' Language

aca_admin — Fri, 01 Jun 2012 15:50:00 GMT

ACA member Linda Leitz wrote the article "Speaking Your Clients' Language" that appeared in the June 2012 issue of NAPFA Advisor. The article, which features analogies used by advisors to help their clients understand complex financial concepts, includes contributions from ACA members Connie Stone and Kenneth Robinson.

Advisors Describe How Transition Plans Succeeded

aca_admin — Fri, 01 Jun 2012 15:49:00 GMT

The NAPFA Advisor article "Advisors Describe How Transition Plans Succeeded" by Kevin Adler recaps some of the sessions at NAPFA National. ACA members Karen Folk and Jacob Kuebler served on a Succession Planning panel discussion which was featured in the article.

When handing off a practice, beware of fumbles and stumbles

aca_admin — Sun, 20 May 2012 19:01:00 GMT

ACA members Karen Folk and Jacob Kuebler were featured in the InvestmentNews story "When handing off a practice, beware of fumbles and stumbles" by Lavonne Kuykendall. The article discusses the issues faced by a senior partner when transitioning a practice to a junior partner.

How To Get A Wife Interested In Investing

aca_admin — Fri, 18 May 2012 18:21:00 GMT

ACA member Kathleen Rehl was quoted in the Dow Jones Adviser article "How To Get A Wife Interested In Investing" by Veronica Dagher. Kathleen notes, "While some women are actively involved in their family's finances, too many sit on the sidelines as their husbands take the lead. This can be a real problem later on, though, especially since most husbands will die before their wives."

Succession Success Stories

aca_admin — Wed, 09 May 2012 18:58:00 GMT

ACA members Karen Folk and Jacob Kuebler were featured in the Financial Planning article "Succession Success Stories" by Mike Byrnes.