Don't plan to fail by failing to plan.
Why Planning Matters
Category: Fees & Expenses
A Fee, or a Tax?
No one loves taxes and we talk about it all the time, but few talk to their advisors about fees.
A Face for Radio
Jamie Menges will be a guest on “Your Money” hosted by Wharton economist Kent Smetters on Tuesday, July 14th, 2020 at 5pm.
Jamie-isms, If There Is Such A Thing
I find myself using a lot of the same analogies and statements to make my points. Let me share a few, hopefully you find them to be relatable.
But the Commercials Are So Good!
For a long time, insurance companies have misled consumers to believe they were receiving good advice. Those days are coming to an end.
The Wealth Management Commission (a.k.a. Fee)
Advisors claim to be fiduciaries, but do their fee schedules match that claim?
529 Plans – OH Ranks at the Top!
Saving for college is not easy. The old adage, a dollar saved is a dollar earned rings very true. Read about the tools I use to help families save for their child's education, and read exactly how I save for mine.
Why Fees Matter
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
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