WealthManagement.com

May 29

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®

Nov 14, 2023

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...

Featured Article: Four Strategies for Donating a Home to Charity

Randy A Fox, CFP®, AEP®

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: Dynasty Trusts: Separating Fact from Fiction

Randy A Fox, CFP®, AEP®

Sep 25, 2023

Featured Article on WealthManagement.com: Dynasty Trusts: Separating Fact from Fiction

Economical estate planning, creditor protection and peace of mind for HNW clients in the face of sunsetting Trump-era estate exemption...

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: Lessons for Advisors From Aretha Franklin’s Estate Woes

Randy A Fox, CFP®, AEP®

Aug 1, 2023

Featured Article WealthManagement.com: Lessons for Advisors From Aretha Franklin’s Estate Woes

Estate Planning Advice by Two Hawks Consulting In this article, Randy discusses the estate planning woes of the late singer Aretha...

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...

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...

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: Stretching Your Clients' Charitable Dollars

Randy A Fox, CFP®, AEP®

Nov 17, 2022

Featured Article WealthManagement.com: Stretching Your Clients' Charitable Dollars

Tools to use when portfolios have taken a hit. With a potential recession looming and portfolios down substantially, many nonprofits (and...

Featured Article WealthManagement.com: Don’t Hesitate to Bring Up Charitable Giving in This Market

Randy A Fox, CFP®, AEP®

Oct 28, 2022

Featured Article WealthManagement.com: Don’t Hesitate to Bring Up Charitable Giving in This Market

Have you been hesitant to bring up charitable giving with your clients during this volatile financial climate? Randy Fox tells...

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...

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: Let's Get Real About Charitable Intentions

Randy A Fox, CFP®, AEP®

Jun 21, 2022

Featured Article on WealthManagement.com: Let's Get Real About Charitable Intentions

It's all about reducing taxes and taking care of family. Tax breaks aren't always what motivates HNWs (High-net-worth individuals). Find...

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...

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: In Defense of Elon Musk's Donor-Advised Fund

Randy A Fox, CFP®, AEP®

Mar 14, 2022

Featured Article on WealthManagement.com: In Defense of Elon Musk's Donor-Advised Fund

Does it really matter that a billionaire hasn’t disclosed the recipient of history’s second-largest charitable gift? We recently learned...

Featured Article on WealthManagement.com: How the IRS Is Like Panera Bread

Randy A Fox, CFP®, AEP®

Feb 17, 2022

Featured Article on WealthManagement.com: How the IRS Is Like Panera Bread

Panera Bread, the national fast casual food chain, has an interesting and flexible menu choice called “You Pick Two.” This option allows...

704-698-4055

2828 Parkside Circle
Glenview, IL 60026

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704-698-4055

2828 Parkside Circle Glenview, IL 60026

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2828 Parkside Circle
Glenview, IL 60026