It’s that time of year again. With only a little over a month until the April 15th deadline to file your taxes, you need to get started if you haven’t already. If you are a recent retiree, make sure to discuss that fact with your accountant, or do your...
James McEnerney
Have you recently entered the workforce? Or maybe you are established in your career but worried that your employer-sponsored retirement fund isn’t going to be adequate. An IRA, or...
Did you know that financial scams and schemes targeting older Americans total nearly $2 billion worth of losses each year? It’s a disheartening statistic, especially when the victims are...
James McEnerney
Paying for Healthcare In Retirement: Seven Sound Money-Saving Tips from James McEnerney
If you are a member of the Baby Boomer generation, you have likely noticed that many of your peers have either retired or are making plans (read: counting down...
James McEnerney
Ring In the New: James McEnerney Offers Wealth Management Tips for the Coming Decade
As we embark on not just a brand-new year, but also an entirely new decade, financial advisor James McEnerney says that this is an excellent time to take stock of your...
Jim McEnerney has many impressive accomplishments under his belt, from becoming a Certified Financial Manager, to co-founding a restaurant, to placing in the first quintile in New Accounts and Revenue...
There are those who become successful in life and do not feel the need to give back to their communities, nor to those less fortunate than themselves. James McEnerney of Kansas...