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Wealth Advice Made Simple

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Category: Estate Planning

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.

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

How Not to Hire Me (part 2)

July 5, 2017December 9, 2017 ~ Jamie

A look at the next steps that may help guide you in building your own personal financial plan.

Yes, I want Wealth Advice Made Simple!

Jamie Menges, CFP®, CPA

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