$10 billion for Charity: Mid-Year Review
In early 2021, amidst the uncertainties of COVID-19, I took on a major public challenge: to raise $10 billion for charity. I provided a...
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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...
Randy A Fox, CFP®, AEP®
Apr 22, 2022
What Baby Boomer Business Exits Mean for Wealth Management.
For many financial advisors, business transfers have created most their clients’ investable assets. Aging, Pandemic fatigue, fear of a...
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