financial advice | Two Hawks Consulting

Finding Family Harmony in Financial Planning

Mar 27

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®

Nov 14, 2023

IRS Amps Up Enforcement on the Wealthy

The IRS isn’t playing around; neither should your clients. Look to legal and ethical ways to reduce tax burdens. In the article, Randy...

Featured Article on WealthManagement.com: Dynasty Trusts: Separating Fact from Fiction

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...

Featured Article WealthManagement.com: Goodwill Hunting When Selling a Business

Randy A Fox, CFP®, AEP®

Mar 8, 2023

Featured Article WealthManagement.com: Goodwill Hunting When Selling a Business

Isolating "personal" goodwill can be highly advantageous for sellers. Because financial conditions are tightening, you may have clients...

Interview with Michael King on S-Corp Stock Gifts

Randy A Fox, CFP®, AEP®

Jan 20, 2023

Interview with Michael King on S-Corp Stock Gifts

FRIENDS DON’T LET FRIENDS GIVE CASH Should your business owner clients give their company stock to charity? In September 2022, that’s...

Featured Article WealthManagement.com: Hasty Year-End Planning Can Have Lasting Consequences

Randy A Fox, CFP®, AEP®

Dec 15, 2022

Featured Article WealthManagement.com: Hasty Year-End Planning Can Have Lasting Consequences

Don’t let high-net-worth clients and business owners fumble the ball in their rush to beat the calendar. With everyone moving so quickly...

Featured Article WealthManagement.com: Don’t Hesitate to Bring Up Charitable Giving in This Market

Randy A Fox, CFP®, AEP®

Oct 28, 2022

Featured Article WealthManagement.com: Don’t Hesitate to Bring Up Charitable Giving in This Market

Have you been hesitant to bring up charitable giving with your clients during this volatile financial climate? Randy Fox tells...

Featured Article on WealthManagement.com: How the IRS Is Like Panera Bread

Randy A Fox, CFP®, AEP®

Feb 17, 2022

Featured Article on WealthManagement.com: How the IRS Is Like Panera Bread

Panera Bread, the national fast casual food chain, has an interesting and flexible menu choice called “You Pick Two.” This option allows...

Randy A Fox, CFP®, AEP®

Dec 20, 2021

Keep a Clear Head at Year-End

Don’t let frantic clients guilt you into helping them make reckless last-minute tax planning decisions. If it seems you’re getting more...

Featured Article on WealthManagement.com: The Build Back Better Tax Alarmists Who Cried Wolf

Randy A Fox, CFP®, AEP®

Dec 7, 2021

Featured Article on WealthManagement.com: The Build Back Better Tax Alarmists Who Cried Wolf

As the old saying goes, economists have predicted 27 of the past five recessions. That’s how I feel about all the handwringing over Presiden

Featured Article on WealthManagement.com: Three Key Traits of High-Performance Teams

Randy A Fox, CFP®, AEP®

Jun 24, 2021

Featured Article on WealthManagement.com: Three Key Traits of High-Performance Teams

How to expand your referral network within high-net-worth families and why you don’t want to go it alone when it comes to complex client...

Featured Article on LegalZoom.com: Estate Plans and Intellectual Property: What to Consider

Randy A Fox, CFP®, AEP®

Jun 3, 2021

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®

Jan 31, 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®

Dec 17, 2020

December

December is not the time to cram, but rather look into the future. How can we get ahead in financial planning for the upcoming year?

Featured Article on WealthManagement.com: How to Avoid the 'Not Invented Here' Syndrome

Randy A Fox, CFP®, AEP®

Sep 22, 2020

Featured Article on WealthManagement.com: How to Avoid the 'Not Invented Here' Syndrome

Randy Fox talks to WeallthManagement.com about why you should be open-minded about new ideas and solutions from beyond your office and profe

Featured Article on ThriveGlobal.com: Always Think Long-Term

Randy A Fox, CFP®, AEP®

Sep 22, 2020

Featured Article on ThriveGlobal.com: Always Think Long-Term

Randy Fox collaborates with Jason Hartman to discuss why you should always think long-term as it relates to your financial investments.

704-698-4055

2828 Parkside Circle
Glenview, IL 60026

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704-698-4055

2828 Parkside Circle Glenview, IL 60026

Subscribe to stay up-to-date!

2828 Parkside Circle
Glenview, IL 60026