Enjoy: Women Retirees Face Unique Challenges

By: Ian M Maddox, CRPS® ENJOY (60+): The Planning Phase The current cultural climate seems to suggest risk to anyone willing to compare or contrast behavioral differences between men and women.  Unfortunately, wealth management professionals really can’t avoid these comparisons.  Our job is to help people, whomever they may be, to navigate a plethora of […]

Enjoy: Untangling Your Parent’s Financial Puzzle

By: Ian M Maddox, CRPS® ENJOY (60+): The Planning Phase The mental acuity necessary to do something as simple as balance a checkbook can fade with age.  Often children step in when issues arise with mom and dad’s finances only to discover a maze of documents, files, and accounts dating back to the 1960’s, or […]

Enjoy: Making Sense of the IRA-RMD-QCD!

By: Ian M Maddox, CRPS® ENJOY (60+): The Planning Phase Not too many people enjoy paying taxes.  Of course, we value the services they provide: schools, fire and police protection, judicial systems and our military.   But, since I am as guilty as the next guy or gal, my pen hesitates on that IRS check […]