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Wealth Advice Made Simple

Wealth Advice Made Simple

Clarity in a complex financial world

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Category: Advanced Wealth

Why Planning Matters

Featured ~ Jamie ~ Leave a comment

Don't plan to fail by failing to plan.

A Fee, or a Tax?

April 13, 2022 ~ Jamie ~ Leave a comment

No one loves taxes and we talk about it all the time, but few talk to their advisors about fees.

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.

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.

‘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.

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.

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!

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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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