Randy A Fox, CFP®, AEP®Mar 27Finding Family Harmony in Financial PlanningAn 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®Oct 23, 2023Featured Article: Four Strategies for Donating a Home to CharityIt'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,...