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...
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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...
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...
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...
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...
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...
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...
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...
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
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...
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?
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
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.
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