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Wealth Advice Made Simple

Clarity in a complex financial world

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Category: General

Why Planning Matters

Featured ~ Jamie ~ Leave a comment

Don't plan to fail by failing to plan.

A Fee, or a Tax?

April 13, 2022 ~ Jamie ~ Leave a comment

No one loves taxes and we talk about it all the time, but few talk to their advisors about fees.

Fear Marketers – Not the Market

March 14, 2022 ~ Jamie ~ Leave a comment

It's not the Market that is bad; often it's the Marketers who lead us astray.

A Face for Radio

July 14, 2020March 14, 2022 ~ Jamie ~ Leave a comment

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

May 22, 2020May 22, 2020 ~ Jamie ~ Leave a comment

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.

Best Practices for Your Stimulus Check

April 15, 2020 ~ Jamie ~ Leave a comment

Millions of Americans are getting their stimulus money this week but the way in which they use that money differs from person to person.

Ladies and Gentlemen, This is Your Pilot Speaking

March 19, 2020March 19, 2020 ~ Jamie ~ Leave a comment

My answers to client questions as they try to manage their investment emotions during the COVID-19 global pandemic.

The Future Is Always The Same

March 14, 2020March 14, 2020 ~ Jamie ~ 1 Comment

The stock market has us scared again, but historical trends should help calm us. Here's a quick reminder why.

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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
  • Jamie-isms, If There Is Such A Thing May 22, 2020

Topics

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  • Advice Gone Bad (2)
  • Basic Wealth (28)
  • Behavioral Finance (13)
  • Education Savings (1)
  • Estate Planning (3)
  • Fees & Expenses (8)
  • General (34)
  • Healthcare (2)
  • Insurance (4)
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  • Taxes (10)
  • Uncategorized (11)

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