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Wealth Advice Made Simple

Clarity in a complex financial world

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Author: Jamie

Selecting a Financial Advisor

September 27, 2017April 15, 2024 ~ Jamie

Let's take a high-level look at the steps involved when selecting a financial advisor.

529 Plans – OH Ranks at the Top!

September 21, 2017April 15, 2024 ~ Jamie ~ Leave a comment

Saving for college is not easy. The old adage, a dollar saved is a dollar earned rings very true. Read about the tools I use to help families save for their child's education, and read exactly how I save for mine.

What I Did After the Equifax News

September 12, 2017December 9, 2017 ~ Jamie

In today's online world, we must protect our identity. Here are some helpful tips.

Prepay My Mortgage?

September 8, 2017April 15, 2024 ~ Jamie ~ Leave a comment

Should I prepay my mortgage? The WealthAdviceMadeSimple answer would offer the following guidelines.

The Cost of Retirement Healthcare

August 28, 2017April 15, 2024 ~ Jamie ~ Leave a comment

Paying for healthcare in retirement is not easy. Here are a few quick tips.

Why Fees Matter

August 24, 2017April 15, 2024 ~ Jamie ~ Leave a comment

There are few certainties in life, and probably even fewer when it comes to investing. One guarantee that I can make is this: what you don't spend, you get to keep. Fees matter. Especially when it comes to your money. Those fees come in many designs, from professional advisor fees, to trading fees, to product … Continue reading Why Fees Matter

Am I Ready for a Private Investment?

July 13, 2017April 15, 2024 ~ Jamie

Nearly every great business started as a private investment opportunity.  So too has every business failure. I believe you must check these boxes before it is an appropriate risk to take.

Do I Need a Financial Planner?

July 6, 2017March 24, 2019 ~ Jamie

What are the 3 skills you need to be your own financial planner? Here they are...

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Yes, I want Wealth Advice Made Simple!

Jamie Menges, CFP®, CPA

Recent Posts

  • The Casino Wins Again – And So Can You! November 6, 2023
  • 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

Topics

  • Advanced Wealth (25)
  • Advice Gone Bad (2)
  • Basic Wealth (28)
  • Behavioral Finance (14)
  • Education Savings (1)
  • Estate Planning (3)
  • Fees & Expenses (8)
  • General (34)
  • Healthcare (2)
  • Insurance (4)
  • Investing (17)
  • Taxes (10)
  • Uncategorized (12)

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