How I Plan to Raise $10B for Charity
A convergence of factors creates a tsunami of opportunities for advisors to demonstrate their value. In the realm of charitable giving,...
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Randy A Fox, CFP®, AEP®
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®
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...
Randy A Fox, CFP®, AEP®
Dec 14, 2023
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®
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,...
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...
laurenwork2023
Aug 24, 2023
Featured Article on WealthManagement.com: Gifting Complex Assets
A simple approach to helping clients maximize charitable impact and reduce taxable income. In this article, Randy discusses The National...
Randy A Fox, CFP®, AEP®
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...
Randy A Fox, CFP®, AEP®
Apr 25, 2023
Featured Article WealthManagement.com The Advantages of Gifting Non-Cash Assets
In this article, Randy Fox discusses why clients don’t need to be billionaires to realize the benefits of giving assets such as S...
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®
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®
Nov 17, 2022
Featured Article WealthManagement.com: Stretching Your Clients' Charitable Dollars
Tools to use when portfolios have taken a hit. With a potential recession looming and portfolios down substantially, many nonprofits (and...
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®
Sep 21, 2022
Featured Article WealthManagement.com: Discussing Philanthropy With Clients During Difficult Times
As charitable giving is on the decline, due to the state of the economy, Randy Fox offers ideas on how to continue to have these...
Randy A Fox, CFP®, AEP®
Jun 21, 2022
Featured Article on WealthManagement.com: Let's Get Real About Charitable Intentions
It's all about reducing taxes and taking care of family. Tax breaks aren't always what motivates HNWs (High-net-worth individuals). Find...
Randy A Fox, CFP®, AEP®
May 20, 2022
Featured Article on WealthManagement.com: Help Baby Boomers Make Their Businesses Sellable
For many successful entrepreneurs, a business represents 80% to 90% of the value of their estate. Aging, pandemic fatigue, labor...
Randy A Fox, CFP®, AEP®
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...
Randy A Fox, CFP®, AEP®
Apr 18, 2022
Featured Article on WealthManagement.com: Alternatives to Donor-Advised Funds
Helping clients do charitable planning properly will boost your business. Read about some options here.
Randy A Fox, CFP®, AEP®
Mar 14, 2022
Featured Article on WealthManagement.com: In Defense of Elon Musk's Donor-Advised Fund
Does it really matter that a billionaire hasn’t disclosed the recipient of history’s second-largest charitable gift? We recently learned...
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...
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