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Mar 16, 2020
The Virus that went Viral
Welcome to the new normal. The only thing that is certain is uncertainty in this very strange time.
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Mar 12, 2020
I Gotta’ Guy
What happens when we are sold solutions before the problem is even understood?
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Mar 6, 2020
Holdin' Hands
As an advisor, it's imperative that you ensure your clients are educated and know what's really happening during the planning process.
Randy A Fox, CFP®, AEP®
Feb 25, 2020
Failure is the Key to Success
It seems ludicrous to think that failure is a good thing. It’s painful. Sometimes humiliating. It’s also humbling.
Randy A Fox, CFP®, AEP®
Feb 4, 2020
NO, The SECURE Act did not make The Pooled Income Fund a Replacement for the Stretch IRA
When the SECURE Act was first proposed in mid-2019, what seemed to be the most troubling feature to me was the elimination of the stretch...
Randy A Fox, CFP®, AEP®
Jan 17, 2020
Plan First, Sell Later
Why do we plan first and sell later, you ask? Fifteen plus years of working with advisors across the country have allowed me to observe a...
Randy A Fox, CFP®, AEP®
Jan 6, 2020
2020: Do we have hindsight yet?
A few days into the year of perfect vision (something I never was blessed with) and I’m already wondering what has happened that is...
Randy A Fox, CFP®, AEP®
Nov 12, 2019
The Devil in the Details: Check and double check when making client decisions
“Hi, my name is Randy and I’m a number cruncher. I admit that I can’t recommend anything to a client without running a projection. Or two....
Randy A Fox, CFP®, AEP®
Oct 31, 2019
Documents are only Documents after all
by Randy Fox It is common for financial planners (like me) to guide my clients into and through the estate planning process. The theory...
Randy A Fox, CFP®, AEP®
Oct 17, 2019
The Sky Might be Falling! The Sky Might be Falling!
by Randy Fox Planning for Potential Tax Changes Attorneys Martin Shenkman, Jonathan Blattmachr, et al aired a webinar recently on year...
Randy A Fox, CFP®, AEP®
Oct 8, 2019
The Price of Control:
Why do Donors overlook Supporting Organizations? by Randy Fox In the considerably complex world of philanthropy where the goal is to give...
Randy A Fox, CFP®, AEP®
Oct 4, 2019
More on Madoff
by Randy Fox Or should I say, moron Madoff. No, I shouldn’t. So, scratch that. However, in my last blog I did disagree with professor...
Randy A Fox, CFP®, AEP®
Sep 27, 2019
The Other Madoff
Donor Advised Funds (DAF) by Randy Fox Donor Advised Funds (DAFs), America’s favorite giving tool are regularly under attack. One of the...
Randy A Fox, CFP®, AEP®
Sep 21, 2019
:31
by Randy Fox, CFP®, AEP®, Two Hawks Consulting Enough to Win That’s how much time was left on the clock in the fourth quarter as the...
Randy A Fox, CFP®, AEP®
Sep 12, 2019
Timing
…is Everything by Randy Fox, CFP®, AEP®, Two Hawks Consulting We’ve all seen it…the perfect timing. The wide receiver running down the...
Randy A Fox, CFP®, AEP®
Sep 6, 2019
Implementation Matters
by Randy Fox, CFP®, AEP®, Two Hawks Consulting Develop and execute a good plan for implementation. It’s so easy to forget that a good...
Randy A Fox, CFP®, AEP®
Aug 27, 2019
Tom Petty, Aretha Franklin & You
Avoiding Disastrous Estate Plans by Randy Fox, CFP®, AEP®, Two Hawks Consulting It shouldn’t take too much effort to realize that what...
Randy A Fox, CFP®, AEP®
Aug 6, 2019
Procrastination
by Randy Fox, CFP®, AEP® We all participate in procrastination. Clean out the garage. Later. Fill out the tax return. Tomorrow. The human...
Randy A Fox, CFP®, AEP®
Jul 29, 2019
Rendezvous Conference Nine
by Randy Fox, CFP®, AEP® Purposeful Planning Institute just held the ninth annual Rendezvous conference in Denver. The conference is a...
Randy A Fox, CFP®, AEP®
Jul 25, 2019
The Blind Side of Collaboration
Every client I work with is part of a collaboration. Since I don’t have a client facing practice, my work comes from other professionals,...
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