Finding Family Harmony in Financial Planning
An Interview with Rod Zeeb of The Heritage Institute Rod Zeeb is CEO of The Heritage Institute which he founded in 2003. The Heritage...
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- Jan 29
Data Shows Advisors Don’t Get Philanthropy
It’s time to get educated before it’s too late. I've long felt a kinship with Al Gore's mission in "An Inconvenient Truth" to confront...
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- Oct 23, 2023
Featured Article: Four Strategies for Donating a Home to Charity
It's often a better option, both in terms of dollars and cents and family stress, than passing on a residence to heirs. In the article,...
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- Jan 20, 2023
Interview with Michael King on S-Corp Stock Gifts
FRIENDS DON’T LET FRIENDS GIVE CASH Should your business owner clients give their company stock to charity? In September 2022, that’s...
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- Jan 31, 2021
Efficient Charitable Planning
Have you ever wondered if there is a more effective way to approach charitable planning for you, your family and your philanthropic interest
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- Dec 9, 2020
Featured Article on WealthManagement.com: Why I Committed to Raising $10 Billion for Charity
Randy Fox talks to WeallthManagement.com about why he has chosen to pursue a significant goal of raising $10 Billion worth of charitable...
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- Sep 22, 2020
Featured Article on WealthManagement.com: How to Avoid the 'Not Invented Here' Syndrome
Randy Fox talks to WeallthManagement.com about why you should be open-minded about new ideas and solutions from beyond your office and profe
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- Sep 22, 2020
Featured Article on ThriveGlobal.com: Always Think Long-Term
Randy Fox collaborates with Jason Hartman to discuss why you should always think long-term as it relates to your financial investments.
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