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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

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

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®
Jan 20, 2023


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


Featured Article on WealthManagement.com: Why I Committed to Raising $10 Billion for Charity
Randy Fox talks to WeallthManagement.com about why he has chosen to pursue a significant goal of raising $10 Billion worth of charitable...
Randy A Fox, CFP®, AEP®
Dec 9, 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.
Randy A Fox, CFP®, AEP®
Sep 22, 2020
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