Encouraging Generosity in Uncertain Times:
An Interview with Dr. Russell James If you want to be challenged, surround yourself with people who are smarter than you. Russell James...
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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...
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...
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