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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

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

  • 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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