Recommendations & Advice

Featured Article: Four Strategies for Donating a Home to Charity

Oct 23, 2023

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,...

Featured Article on WealthManagement.com: Gifting Complex Assets

laurenwork2023

Aug 24, 2023

Featured Article on WealthManagement.com: Gifting Complex Assets

A simple approach to helping clients maximize charitable impact and reduce taxable income. In this article, Randy discusses The National...

Featured Article WealthManagement.com: Are Your Clients' Kids Prepared for Their Inheritance?

Randy A Fox, CFP®, AEP®

Jun 19, 2023

Featured Article WealthManagement.com: Are Your Clients' Kids Prepared for Their Inheritance?

If not, that's on you. The latest Nuveen Wealth Inheritor Research Study has been attracting lots of attention throughout the advisor...

Featured Article WealthManagement.com: Personality Traits Aren't the Only Factors That Impact Giving

Randy A Fox, CFP®, AEP®

May 26, 2023

Featured Article WealthManagement.com: Personality Traits Aren't the Only Factors That Impact Giving

There are dozens of other variables As advisors, we spend our time trying to master the Tax Code, as well as sophisticated trusts and...

Featured Article WealthManagement.com The Advantages of Gifting Non-Cash Assets

Randy A Fox, CFP®, AEP®

Apr 25, 2023

Featured Article WealthManagement.com The Advantages of Gifting Non-Cash Assets

In this article, Randy Fox discusses why clients don’t need to be billionaires to realize the benefits of giving assets such as S...

Randy A Fox, CFP®, AEP®

Apr 25, 2023

Creating a Gateway for Good

Interview with Yale Levey about Philanthropy’s Power to Unite Yale Levey is up to something important. Yale has a stellar background as...

Featured Article WealthManagement.com: Goodwill Hunting When Selling a Business

Randy A Fox, CFP®, AEP®

Mar 8, 2023

Featured Article WealthManagement.com: Goodwill Hunting When Selling a Business

Isolating "personal" goodwill can be highly advantageous for sellers. Because financial conditions are tightening, you may have clients...

Interview with Michael King on S-Corp Stock Gifts

Randy A Fox, CFP®, AEP®

Jan 20, 2023

Interview with Michael King on S-Corp Stock Gifts

FRIENDS DON’T LET FRIENDS GIVE CASH Should your business owner clients give their company stock to charity? In September 2022, that’s...

Featured Article WealthManagement.com: Hasty Year-End Planning Can Have Lasting Consequences

Randy A Fox, CFP®, AEP®

Dec 15, 2022

Featured Article WealthManagement.com: Hasty Year-End Planning Can Have Lasting Consequences

Don’t let high-net-worth clients and business owners fumble the ball in their rush to beat the calendar. With everyone moving so quickly...

Featured Article WealthManagement.com: Discussing Philanthropy With Clients During Difficult Times

Randy A Fox, CFP®, AEP®

Sep 21, 2022

Featured Article WealthManagement.com: Discussing Philanthropy With Clients During Difficult Times

As charitable giving is on the decline, due to the state of the economy, Randy Fox offers ideas on how to continue to have these...

How Rising Rates Impact Charitable Giving DecisionsThroughout 2022 to-date, the Federal Reserve has

Randy A Fox, CFP®, AEP®

Aug 15, 2022

How Rising Rates Impact Charitable Giving DecisionsThroughout 2022 to-date, the Federal Reserve has

Throughout 2022 to-date, the Federal Reserve has raised interest rates in its effort to tame inflation and they’re not done yet.

Featured Article on WealthManagement.com: Philanthropy Misconceptions

Randy A Fox, CFP®, AEP®

Aug 11, 2022

Featured Article on WealthManagement.com: Philanthropy Misconceptions

Think Bezos, Buffett and Musk have it wrong? Think again. You may be surprised to learn that these guys actually know what they are doing...

Featured Article on WealthManagement.com: Help Baby Boomers Make Their Businesses Sellable

Randy A Fox, CFP®, AEP®

May 20, 2022

Featured Article on WealthManagement.com: Help Baby Boomers Make Their Businesses Sellable

For many successful entrepreneurs, a business represents 80% to 90% of the value of their estate. Aging, pandemic fatigue, labor...

What Baby Boomer Business Exits Mean for Wealth Management.

Randy A Fox, CFP®, AEP®

Apr 22, 2022

What Baby Boomer Business Exits Mean for Wealth Management.

For many financial advisors, business transfers have created most their clients’ investable assets. Aging, Pandemic fatigue, fear of a...

Featured Article on WealthManagement.com: Alternatives to Donor-Advised Funds

Randy A Fox, CFP®, AEP®

Apr 18, 2022

Featured Article on WealthManagement.com: Alternatives to Donor-Advised Funds

Helping clients do charitable planning properly will boost your business. Read about some options here.

Featured Article on WealthManagement.com: The Build Back Better Tax Alarmists Who Cried Wolf

Randy A Fox, CFP®, AEP®

Dec 7, 2021

Featured Article on WealthManagement.com: The Build Back Better Tax Alarmists Who Cried Wolf

As the old saying goes, economists have predicted 27 of the past five recessions. That’s how I feel about all the handwringing over Presiden

Featured Article - Next Avenue: 2 Ways to Give Loved Ones Access to Your Bank Accounts After You Die

Randy A Fox, CFP®, AEP®

Oct 5, 2021

Featured Article - Next Avenue: 2 Ways to Give Loved Ones Access to Your Bank Accounts After You Die

What to know about POD accounts Would your loved ones have necessary access to your bank accounts after you die to help carry out your...

Featured Article on WealthManagement.com: Mad Dash to the Finish Line

Randy A Fox, CFP®, AEP®

Oct 1, 2021

Featured Article on WealthManagement.com: Mad Dash to the Finish Line

Questions advisors should be asking their clients (and themselves) ASAP in this frantic time of FOMO. In this article, Randy Fox talks to...

Featured Article on WealthManagement.com: Three Key Traits of High-Performance Teams

Randy A Fox, CFP®, AEP®

Jun 24, 2021

Featured Article on WealthManagement.com: Three Key Traits of High-Performance Teams

How to expand your referral network within high-net-worth families and why you don’t want to go it alone when it comes to complex client...

Featured Article on WealthManagement.com: The Business of High-Net-Worth Collaboration

Randy A Fox, CFP®, AEP®

Jun 3, 2021

Featured Article on WealthManagement.com: The Business of High-Net-Worth Collaboration

A willingness to communicate and work with other professionals is a talent that can be monetized Randy Fox talks to WeallthManagement.com...

704-698-4055

2828 Parkside Circle
Glenview, IL 60026

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704-698-4055

2828 Parkside Circle Glenview, IL 60026

Subscribe to stay up-to-date!

2828 Parkside Circle
Glenview, IL 60026