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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

IRS Amps Up Enforcement on the Wealthy
The IRS isn’t playing around; neither should your clients. Look to legal and ethical ways to reduce tax burdens. In the article, Randy...
Randy A Fox, CFP®, AEP®
Nov 14, 2023
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