Skip to content
Wealth Advice Made Simple

Wealth Advice Made Simple

Clarity in a complex financial world

  • Home
  • About
  • Blog
  • Contact

Author: Jamie

A Face for Radio

July 14, 2020 ~ Jamie ~ Leave a comment

amie Menges will be a guest on “Your Money” hosted by Wharton economist Kent Smetters on Tuesday, July 14th, 2020 at 5pm.

Jamie-isms, If There Is Such A Thing

May 22, 2020May 22, 2020 ~ Jamie ~ Leave a comment

I find myself using a lot of the same analogies and statements to make my points. Let me share a few, hopefully you find them to be relatable.

Best Practices for Your Stimulus Check

April 15, 2020 ~ Jamie ~ Leave a comment

Millions of Americans are getting their stimulus money this week but the way in which they use that money differs from person to person.

Ladies and Gentlemen, This is Your Pilot Speaking

March 19, 2020March 19, 2020 ~ Jamie ~ Leave a comment

My answers to client questions as they try to manage their investment emotions during the COVID-19 global pandemic.

The Future Is Always The Same

March 14, 2020March 14, 2020 ~ Jamie ~ 1 Comment

The stock market has us scared again, but historical trends should help calm us. Here's a quick reminder why.

But the Commercials Are So Good!

January 18, 2020January 20, 2020 ~ Jamie ~ Leave a comment

For a long time, insurance companies have misled consumers to believe they were receiving good advice. Those days are coming to an end.

Global Wealth & Investing

January 16, 2020 ~ Jamie ~ Leave a comment

Here are some visual depictions to help you understand why your portfolio should be globally diversified.

The SECURE Act: Simple Ideas for Your Planning

January 8, 2020 ~ Jamie ~ Leave a comment

Here are a few actionable ideas to use in light of the SECURE Act passage.

Posts navigation

Older posts

Yes, I want Wealth Advice Made Simple!

Jamie Menges, CFP®, CPA

Recent Posts

  • A Face for Radio July 14, 2020
  • Jamie-isms, If There Is Such A Thing May 22, 2020
  • Best Practices for Your Stimulus Check April 15, 2020
  • Ladies and Gentlemen, This is Your Pilot Speaking March 19, 2020
  • The Future Is Always The Same March 14, 2020

Topics

  • Advanced Wealth (23)
  • Advice Gone Bad (1)
  • Basic Wealth (26)
  • Behavioral Finance (11)
  • Education Savings (1)
  • Estate Planning (3)
  • Fees & Expenses (6)
  • General (31)
  • Healthcare (2)
  • Insurance (4)
  • Investing (14)
  • Taxes (8)
  • Uncategorized (9)

Yes, I want Wealth Advice Made Simple!

Click here to be directed to IMPORTANT DISCLOSURE INFORMATION.

Website Powered by WordPress.com.
Cancel