Randy A Fox, CFP®, AEP®Apr 16, 2019Another Throwdown: The PIF v The DAFI’ve spent considerable time comparing the pooled income fund (PIF) to the charitable remainder trust (CRT). In fact, if you go here and...
Randy A Fox, CFP®, AEP®Apr 9, 2019It’s PrivateThe Insurance Opportunity no one is Talking About The subject of life insurance is always controversial. Everyone needs it, no one wants...
Randy A Fox, CFP®, AEP®Apr 3, 2019My Picks for the Final Four (it’s not what you think)Recent studies estimate that some 42%* of planned gifts come from bequests. Yet, these gifts only represent 8%* of all giving. Reading...