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Wealth Advice Made Simple

Wealth Advice Made Simple

Clarity in a complex financial world

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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.

A Visual (and Simple) Guide to Credit

May 7, 2018 ~ Jamie ~ Leave a comment

Credit is a tool that can be used for good things, but it must be understood. Here is a simple visual education.

Easy Money – It’s that Simple

April 12, 2018April 12, 2018 ~ Jamie ~ 1 Comment

The days of having to accept low-interest bearing bank accounts are over. Here is some an easy money you should grab!

Planned Giving Strategy Update

April 2, 2018April 2, 2018 ~ Jamie ~ Leave a comment

(Does not apply to your 2017 tax return) Recent tax reform has given us a reason to examine our charitable gifting strategies. Because this involves taxes, it may not seem as if this advice is "simple" but I assure you, it is worth understanding. Whether we give our time, our money, or our goods away, the … Continue reading Planned Giving Strategy Update

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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
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  • The Future Is Always The Same March 14, 2020

Topics

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  • General (31)
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