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®
- 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®
- Aug 15, 2022
How Rising Rates Impact Charitable Giving DecisionsThroughout 2022 to-date, the Federal Reserve has
Throughout 2022 to-date, the Federal Reserve has raised interest rates in its effort to tame inflation and they’re not done yet.
Randy A Fox, CFP®, AEP®
- Aug 11, 2022
Featured Article on WealthManagement.com: Philanthropy Misconceptions
Think Bezos, Buffett and Musk have it wrong? Think again. You may be surprised to learn that these guys actually know what they are doing...
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®
- 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®
- Oct 5, 2021
Featured Article - Next Avenue: 2 Ways to Give Loved Ones Access to Your Bank Accounts After You Die
What to know about POD accounts Would your loved ones have necessary access to your bank accounts after you die to help carry out your...
Randy A Fox, CFP®, AEP®
- Oct 1, 2021
Featured Article on WealthManagement.com: Mad Dash to the Finish Line
Questions advisors should be asking their clients (and themselves) ASAP in this frantic time of FOMO. In this article, Randy Fox talks to...
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®
- Jun 3, 2021
Featured Article on WealthManagement.com: The Business of High-Net-Worth Collaboration
A willingness to communicate and work with other professionals is a talent that can be monetized Randy Fox talks to WeallthManagement.com...
Randy A Fox, CFP®, AEP®
- Jun 3, 2021
Featured Article on LegalZoom.com: Estate Plans and Intellectual Property: What to Consider
Randy Fox is quoted on LegalZoom.com in an article that explores the things that you may want to consider in relation to planning your...
Randy A Fox, CFP®, AEP®
- Apr 22, 2021
Featured Article on WealthManagement.com: Business Booming for Estate Planners, Giving Officers
Randy Fox talks to WeallthManagement.com about why Estate planners and planned giving officers are feeling very optimistic in this market.
Randy A Fox, CFP®, AEP®
- Jan 31, 2021
Just Give Me Money, Honey: The Cashing Out of Musicians and Their Catalogues
Learn more about the surprising musical artists who are cashing out their musical catalogs in order to liquidate.
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®
- 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
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®
- 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.
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