Randy A Fox, CFP®, AEP®Jun 19, 2023Featured Article WealthManagement.com: Are Your Clients' Kids Prepared for Their Inheritance?If not, that's on you. The latest Nuveen Wealth Inheritor Research Study has been attracting lots of attention throughout the advisor...
Randy A Fox, CFP®, AEP®May 26, 2023Featured Article WealthManagement.com: Personality Traits Aren't the Only Factors That Impact GivingThere are dozens of other variables As advisors, we spend our time trying to master the Tax Code, as well as sophisticated trusts and...
Randy A Fox, CFP®, AEP®Apr 25, 2023Featured Article WealthManagement.com The Advantages of Gifting Non-Cash AssetsIn this article, Randy Fox discusses why clients don’t need to be billionaires to realize the benefits of giving assets such as S...