Implementation Matters
by Randy Fox, CFP®, AEP®, Two Hawks Consulting Develop and execute a good plan for implementation. It’s so easy to forget that a good...
top of page
704-698-4055
Search
Randy A Fox, CFP®, AEP®
- Aug 27, 2019
Tom Petty, Aretha Franklin & You
Avoiding Disastrous Estate Plans by Randy Fox, CFP®, AEP®, Two Hawks Consulting It shouldn’t take too much effort to realize that what...
Randy A Fox, CFP®, AEP®
- Aug 20, 2019
Your Succession, My Succession
by Randy Fox, CFP®, AEP® HBO’s Succession Much has been written about the popular HBO mini-series, “Succession”. Viewers and critics have...
Randy A Fox, CFP®, AEP®
- Aug 16, 2019
It’s not about the Money
by Randy Fox, CFP®, AEP® Thirty-five years in financial services and the last twenty plus working with high net worth families and I’m...
Randy A Fox, CFP®, AEP®
- Aug 6, 2019
Procrastination
by Randy Fox, CFP®, AEP® We all participate in procrastination. Clean out the garage. Later. Fill out the tax return. Tomorrow. The human...
Randy A Fox, CFP®, AEP®
- Jul 29, 2019
Rendezvous Conference Nine
by Randy Fox, CFP®, AEP® Purposeful Planning Institute just held the ninth annual Rendezvous conference in Denver. The conference is a...
Randy A Fox, CFP®, AEP®
- Jul 25, 2019
The Blind Side of Collaboration
Every client I work with is part of a collaboration. Since I don’t have a client facing practice, my work comes from other professionals,...
Randy A Fox, CFP®, AEP®
- Jul 18, 2019
Opportunity Zones (OZ):
Pulling back the curtain in the land of Oz by Randy Fox & Suzanne Jack From the late 1970s through the mid-1980s, there existed every...
Randy A Fox, CFP®, AEP®
- Jul 8, 2019
Christmas Comes but Four Times a Year. Huh?
Charitable gifts are not just for the holidays Last year and every year, in fact, it is estimated that 30% of the $300 Billion of...
Randy A Fox, CFP®, AEP®
- Jun 25, 2019
Respect (and Protect) Your Elders
In a recent webinar, attorney Martin Shenkman provided some astonishing and frightening statistics about abuse and fraud targeting...
Randy A Fox, CFP®, AEP®
- Jun 18, 2019
Teach your Children…
The Crosby, Stills, Nash and Young song title from 1970 proves to be prescient in its words and meaning, “Teach your Children”....
Randy A Fox, CFP®, AEP®
- Jun 13, 2019
New Charitable Excise Tax Threatens Private Foundations:
Unintended Consequences Strike Again A recent release by the IRS, Notice 19-09, provides guidance on §4960 which was enacted in December,...
Randy A Fox, CFP®, AEP®
- Jun 5, 2019
IN(SECURE) Act
Last week, Congress passed the SECURE Act by an overwhelming majority of 417-3. The crazy Washington acronym stands for “Setting Every...
Randy A Fox, CFP®, AEP®
- May 31, 2019
The Other CAPP
A Different Approach to Wealth Management Many of my professional colleagues have been pursuing (or have received already) the CAP...
Randy A Fox, CFP®, AEP®
- May 22, 2019
Financial Planning Process(es)
It’s puzzling to me that many financial advisors lack repeatable processes when engaging with a new client. Yes, every client or...
Randy A Fox, CFP®, AEP®
- May 15, 2019
Mandela
I was invited to New York recently to hear Ndaba Mandela speak. He’s the grandson of the great Nelson Mandela And is doing his best to...
Randy A Fox, CFP®, AEP®
- May 9, 2019
Walking the Talk in Charitable Giving
By nature, I’m an even keeled person. But I must say that I’m currently very excited by a new opportunity that I’m about to introduce to...
Randy A Fox, CFP®, AEP®
- Apr 30, 2019
IPOs with Blinders on
Almost every week, there is another Silicon Valley company that announces that it’s going public. Most recently Lyft, soon to be followed...
Randy A Fox, CFP®, AEP®
- Apr 24, 2019
Get your S (Corp) Outta Here
(whose idea was this, anyway?) For tax year 2013, the most recent reporting year, there were a little over 4.25 million S Corporation tax...
Randy A Fox, CFP®, AEP®
- Apr 16, 2019
Another Throwdown: The PIF v The DAF
I’ve spent considerable time comparing the pooled income fund (PIF) to the charitable remainder trust (CRT). In fact, if you go here and...
bottom of page