laurenwork2023Jul 16Pros and Cons of a Living InheritanceA living inheritance allows parents to give some of their assets to their children while still alive, providing an interest-free and usually
Randy A Fox, CFP®, AEP®Jun 12AT Think: Help Business Owners with Exit Planning, PhilanthropyMany successful entrepreneurs have their wealth tied up in their businesses, which makes it difficult for them to access liquid assets...
Randy A Fox, CFP®, AEP®May 29How I Plan to Raise $10B for CharityA convergence of factors creates a tsunami of opportunities for advisors to demonstrate their value. In the realm of charitable giving,...