Randy A Fox, CFP®, AEP®Nov 12, 2019The 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, 2019Death & Taxes: A Twist on the Testamentary Charitable Lead Annuity Trustby Randy A. Fox & Dan Rice Introduction A constant theme in dealing with high net worth clients is the desire to fully eliminate estate...