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...
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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®
- 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®
- 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®
- 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®
- Sep 9, 2021
Randy Fox, Barry Nickelsberg CAP, and Joseph Gabris on Route 664: The Road to Human Kindness
Les Winston talks with Randy Fox from Two Hawks Consulting, Barry Nickelsberg CAP with The Carter Center, and Joseph Gabris with...
Randy A Fox, CFP®, AEP®
- Aug 12, 2021
Hear Randy Fox of Two Hawks Consulting on the Confident Retirement podcast with Kris Flamang
Hear Randy Fox on the Confident Retirement podcast with Kris Flamang. Topic: A Wealth Strategist with BIG Charitable Life Goals
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®
- Mar 25, 2021
Featured Article on WealthManagement.com: Why Are Aging Rockers Cashing Out Their Music Catalogs?
Randy Fox talks to WealthManagement.com about why many aging rockers are cashing out their music catalogs in a strategic financial move.
Randy A Fox, CFP®, AEP®
- Feb 25, 2021
Randy Fox is Featured as a Social Impact Hero in Authority Magazine
Randy Fox talks to Authority Magazine about why and how he is helping to change the world.
Read more here.
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®
- Dec 9, 2020
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®
- Nov 1, 2020
Customer Service in Service-less Times
There is nothing more important than your relationship with the people we serve.
Randy A Fox, CFP®, AEP®
- Oct 19, 2020
Today We Launch Our Movement: TEN Billion for Charity
It's been a concept in the making for many months, and I'm excited to unveil my latest driver, TEN Billion for Charity.
Randy A Fox, CFP®, AEP®
- Oct 19, 2020
Featured Article on WealthManagement.com: Overcoming the Collaboration Challenge
Randy Fox talks to WeallthManagement.com about Why is working together so difficult for many advisors?
Randy A Fox, CFP®, AEP®
- Aug 14, 2020
Not Invented Here
The business of financial advising can be dangerous when advisors aren't open to exploring new ideas for their clients. Read more here.
Randy A Fox, CFP®, AEP®
- Aug 4, 2020
The Collaboration Challenge
Collaboration can benefit both clients and advisors, so why is it so hard sometimes? Read more here.
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