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®Oct 31, 2019Documents are only Documents after allby Randy Fox It is common for financial planners (like me) to guide my clients into and through the estate planning process. The theory...
Randy A Fox, CFP®, AEP®Oct 17, 2019The Sky Might be Falling! The Sky Might be Falling!by Randy Fox Planning for Potential Tax Changes Attorneys Martin Shenkman, Jonathan Blattmachr, et al aired a webinar recently on year...