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Finding Family Harmony in Financial Planning
An Interview with Rod Zeeb of The Heritage Institute Rod Zeeb is CEO of The Heritage Institute which he founded in 2003. The Heritage...
Randy A Fox, CFP®, AEP®
Mar 27, 2024

Data Shows Advisors Don’t Get Philanthropy
It’s time to get educated before it’s too late. I've long felt a kinship with Al Gore's mission in "An Inconvenient Truth" to confront...
Randy A Fox, CFP®, AEP®
Jan 29, 2024

Help Wealthy Clients Pass on Philanthropic Values to Their Children
It’s time to have uncomfortable conversations; advisors must step up. The annual UBS study on billionaire ambitions reveals a historic...
Randy A Fox, CFP®, AEP®
Dec 14, 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®
Oct 23, 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...
Randy A Fox, CFP®, AEP®
Sep 25, 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...
Randy A Fox, CFP®, AEP®
Aug 1, 2023

Featured Article on LegalZoom.com: Estate Plans and Intellectual Property: What to Consider
Randy Fox is quoted on LegalZoom.com in an article that explores the things that you may want to consider in relation to planning your...
Randy A Fox, CFP®, AEP®
Jun 3, 2021


Efficient Charitable Planning
Have you ever wondered if there is a more effective way to approach charitable planning for you, your family and your philanthropic interest
Randy A Fox, CFP®, AEP®
Jan 31, 2021


Just Give Me Money, Honey: The Cashing Out of Musicians and Their Catalogues
Learn more about the surprising musical artists who are cashing out their musical catalogs in order to liquidate.
Randy A Fox, CFP®, AEP®
Jan 31, 2021
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