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Randy A Fox, CFP®, AEP®
Nov 12, 2019
The Devil in the Details: Check and double check when making client decisions
“Hi, my name is Randy and I’m a number cruncher. I admit that I can’t recommend anything to a client without running a projection. Or two....


Randy A Fox, CFP®, AEP®
Mar 13, 2019
Death & Taxes: A Twist on the Testamentary Charitable Lead Annuity Trust
by Randy A. Fox & Dan Rice Introduction A constant theme in dealing with high net worth clients is the desire to fully eliminate estate...
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