Recommendations & Advice 2/4

Featured Article on LegalZoom.com: Estate Plans and Intellectual Property: What to Consider

Jun 3, 2021

Featured Article on LegalZoom.com: Estate Plans and Intellectual Property: What to Consider

Randy Fox is quoted on LegalZoom.com in an article that explores the things that you may want to consider in relation to planning your...

Featured Article on WealthManagement.com: Business Booming for Estate Planners, Giving Officers

Randy A Fox, CFP®, AEP®

Apr 22, 2021

Featured Article on WealthManagement.com: Business Booming for Estate Planners, Giving Officers

Randy Fox talks to WeallthManagement.com about why Estate planners and planned giving officers are feeling very optimistic in this market.

Just Give Me Money, Honey: The Cashing Out of Musicians and Their Catalogues

Randy A Fox, CFP®, AEP®

Jan 31, 2021

Just Give Me Money, Honey: The Cashing Out of Musicians and Their Catalogues

Learn more about the surprising musical artists who are cashing out their musical catalogs in order to liquidate.

Randy A Fox, CFP®, AEP®

Dec 17, 2020

December

December is not the time to cram, but rather look into the future. How can we get ahead in financial planning for the upcoming year?

Randy A Fox, CFP®, AEP®

Nov 1, 2020

Customer Service in Service-less Times

There is nothing more important than your relationship with the people we serve.

Featured Article on WealthManagement.com: Overcoming the Collaboration Challenge

Randy A Fox, CFP®, AEP®

Oct 19, 2020

Featured Article on WealthManagement.com: Overcoming the Collaboration Challenge

Randy Fox talks to WeallthManagement.com about Why is working together so difficult for many advisors?

Featured Article on ThriveGlobal.com: Always Think Long-Term

Randy A Fox, CFP®, AEP®

Sep 22, 2020

Featured Article on ThriveGlobal.com: Always Think Long-Term

Randy Fox collaborates with Jason Hartman to discuss why you should always think long-term as it relates to your financial investments.

Randy A Fox, CFP®, AEP®

Aug 14, 2020

Not Invented Here

The business of financial advising can be dangerous when advisors aren't open to exploring new ideas for their clients. Read more here.

Randy A Fox, CFP®, AEP®

Aug 4, 2020

The Collaboration Challenge

Collaboration can benefit both clients and advisors, so why is it so hard sometimes? Read more here.

Featured Article on WealthManagement.com: What’s the Real Meaning of 'Wealth?'

Randy A Fox, CFP®, AEP®

Jul 22, 2020

Featured Article on WealthManagement.com: What’s the Real Meaning of 'Wealth?'

Have you ever wondered about how to define wealth. Randy Fox of Two Hawks Consulting discusses his thoughts on this at WealthManagement.com.

Enough of the Zombie Philanthropy, Already

Randy A Fox, CFP®, AEP®

Jul 1, 2020

Enough of the Zombie Philanthropy, Already

But you knew that. Lately, the tag of “zombie philanthropy” has been applied to the increasingly popular Donor Advised Fund (DAF) category.

Randy A Fox, CFP®, AEP®

Jun 17, 2020

Little Things

Just as we do in our day-to-day lives, as advisors, we need the best tools to help our client.

Featured Article on WealthManagement.com: No Better Time to Cover Your Ass(ets)

Randy A Fox, CFP®, AEP®

Jun 17, 2020

Featured Article on WealthManagement.com: No Better Time to Cover Your Ass(ets)

Asset protection isn't just for wealthy clients, particularly in a post-COVID-19 world. Read WealthManagement.com article here.

Randy A Fox, CFP®, AEP®

Jun 17, 2020

Charity Begins…

Where does charity actually begin? …At home? I don’t think that’s correct, since most real charity involves helping causes outside the home.

Randy A Fox, CFP®, AEP®

May 8, 2020

No Better Time to Cover Your Ass(ets)

When working with High Net Worth (HNW) families in the estate planning process, the subject of asset protection often arises.

Randy A Fox, CFP®, AEP®

Apr 30, 2020

Work

Fifty plus years into my work life and I still am learning how to be satisfied with the rhythm of my day.

Apr 21, 2020

Two Hawks Consulting Weighs in on LegalZoom

Randy Fox weighs in - LegalZoom article: What Changes Should You Make To Your Estate Plan During the Coronavirus Pandemic?

Apr 15, 2020

A Little Good News in CARES Act

The recently enacted CARES Act offers broad relief for families and employers. The bill is extremely complex. Here's what you need to know.

Apr 13, 2020

Estate Planning, Anyone?

The Covid 19 Pandemic caught everyone flat footed. As we all scrambled to work from home (well, I have been for a long time) and have...

Apr 7, 2020

Involuntary Philanthropy-Why do Smart Businesspeople Do Stupid Things?

Not taking the time to plan when selling a business can lead business owners to become involuntary philanthropists -- AKA taxpayers.

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