Randy A Fox, CFP®, AEP®May 20, 2022Featured Article on WealthManagement.com: Help Baby Boomers Make Their Businesses SellableFor 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, 2022What 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, 2022Featured Article on WealthManagement.com: Alternatives to Donor-Advised FundsHelping clients do charitable planning properly will boost your business. Read about some options here.