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Wealth Advice Made Simple

Wealth Advice Made Simple

Clarity in a complex financial world

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Category: Behavioral Finance

Prepay My Mortgage?

September 8, 2017December 9, 2017 ~ Jamie ~ Leave a comment

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

Why Fees Matter

August 24, 2017December 9, 2017 ~ 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

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...

How Not to Hire Me (part 1)

June 30, 2017December 9, 2017 ~ Jamie

A few basic ideas before even considering a professional planner.

Which Client are You?

June 27, 2017July 6, 2017 ~ Jamie ~ Leave a comment

I believe there are 3 types of people who walk into my office.

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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
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