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

by Randy Fox, CFP®, AEP® Thirty-five years in financial services and the last twenty plus working with high net worth families and I’m...