financial planning | Two Hawks Consulting

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...

Jan 29

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...

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,...

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...

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...

Apr 25, 2023

Creating a Gateway for Good

Interview with Yale Levey about Philanthropy’s Power to Unite Yale Levey is up to something important. Yale has a stellar background as...

Apr 22, 2022

What Baby Boomer Business Exits Mean for Wealth Management.

For many financial advisors, business transfers have created most their clients’ investable assets. Aging, Pandemic fatigue, fear of a...

Oct 1, 2021

Featured Article on WealthManagement.com: Mad Dash to the Finish Line

Questions advisors should be asking their clients (and themselves) ASAP in this frantic time of FOMO. In this article, Randy Fox talks to...

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

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.