Welcome to the new normal. The only thing that is certain is uncertainty in this very strange time.

What happens when we are sold solutions before the problem is even understood?

As an advisor, it's imperative that you ensure your clients are educated and know what's really happening during the planning process.

It seems ludicrous to think that failure is a good thing. It’s painful. Sometimes humiliating. It’s also humbling.

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...

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...

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...

“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....

by Randy Fox It is common for financial planners (like me) to guide my clients into and through the estate planning process. The theory...

by Randy Fox Planning for Potential Tax Changes Attorneys Martin Shenkman, Jonathan Blattmachr, et al aired a webinar recently on year...

Why do Donors overlook Supporting Organizations? by Randy Fox In the considerably complex world of philanthropy where the goal is to give...

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...

Donor Advised Funds (DAF) by Randy Fox Donor Advised Funds (DAFs), America’s favorite giving tool are regularly under attack. One of the...

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...

…is Everything by Randy Fox, CFP®, AEP®, Two Hawks Consulting We’ve all seen it…the perfect timing. The wide receiver running down the...

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...

Avoiding Disastrous Estate Plans by Randy Fox, CFP®, AEP®, Two Hawks Consulting It shouldn’t take too much effort to realize that what...

by Randy Fox, CFP®, AEP® We all participate in procrastination. Clean out the garage. Later. Fill out the tax return. Tomorrow. The human...

by Randy Fox, CFP®, AEP® Purposeful Planning Institute just held the ninth annual Rendezvous conference in Denver. The conference is a...

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,...