Interview with Suzanne Shier
Encouraging Strategic Generosity Strategic generosity is a deliberate and purposeful approach to philanthropy. It involves thoughtful...
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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,...
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...
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