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How I Plan to Raise $10B for Charity
A convergence of factors creates a tsunami of opportunities for advisors to demonstrate their value. In the realm of charitable giving,...
Randy A Fox, CFP®, AEP®
May 29, 2024


Finding Family Harmony in Financial Planning
An Interview with Rod Zeeb of The Heritage Institute Rod Zeeb is CEO of The Heritage Institute which he founded in 2003. The Heritage...
Randy A Fox, CFP®, AEP®
Mar 27, 2024

Featured Article: Four Strategies for Donating a Home to Charity
It's often a better option, both in terms of dollars and cents and family stress, than passing on a residence to heirs. In the article,...
Randy A Fox, CFP®, AEP®
Oct 23, 2023
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