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Wealth Advice Made Simple

Wealth Advice Made Simple

Clarity in a complex financial world

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Author: Jamie

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.

The Wealth Management Commission (a.k.a. Fee)

August 22, 2019 ~ Jamie ~ Leave a comment

Advisors claim to be fiduciaries, but do their fee schedules match that claim?

‘Tis the (Tax Savings) Season

November 9, 2018November 9, 2018 ~ Jamie ~ Leave a comment

Most Americans have to work nearly 4 months each year just to pay their tax bill. Let's discuss how we can shorten that timeframe.

It’s for Your Death – Not Your Life

September 7, 2018September 7, 2018 ~ Jamie ~ Leave a comment

Buying the proper type of life insurance is a simple decision.

The Five-Point Financial Plan

June 21, 2018 ~ Jamie ~ 1 Comment

Here are 5 actionable ideas you can implement to help secure your financial future.

Portfolio Thoughts

May 18, 2018May 18, 2018 ~ Jamie ~ 1 Comment

Here is something to consider if you are concerned about the stock market.

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Yes, I want Wealth Advice Made Simple!

Jamie Menges, CFP®, CPA

Recent Posts

  • Why Planning Matters September 2, 2022
  • A Fee, or a Tax? April 13, 2022
  • Fear Marketers – Not the Market March 14, 2022
  • A Face for Radio July 14, 2020
  • Jamie-isms, If There Is Such A Thing May 22, 2020

Topics

  • Advanced Wealth (25)
  • Advice Gone Bad (2)
  • Basic Wealth (28)
  • Behavioral Finance (13)
  • Education Savings (1)
  • Estate Planning (3)
  • Fees & Expenses (8)
  • General (34)
  • Healthcare (2)
  • Insurance (4)
  • Investing (16)
  • Taxes (10)
  • Uncategorized (11)

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