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Wealth Advice Made Simple

Wealth Advice Made Simple

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Category: Advanced Wealth

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!

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

Roth IRA’s Made Simple(r)

February 26, 2018 ~ Jamie ~ Leave a comment

Roth IRA's continue to be one of the best tax structures for saving retirement money. I also believe they are one of the best assets to pass along to the next generation. Additionally, there are no Required Minimum Distributions (RMDs) due at age 70 1/2. However, getting them funded has been a challenge for many. … Continue reading Roth IRA’s Made Simple(r)

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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
  • Ladies and Gentlemen, This is Your Pilot Speaking March 19, 2020
  • The Future Is Always The Same March 14, 2020

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