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Wealth Advice Made Simple

Clarity in a complex financial world

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Category: General

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.

The Cost of Retirement Healthcare

August 28, 2017December 9, 2017 ~ Jamie ~ Leave a comment

Paying for healthcare in retirement is not easy. Here are a few quick tips.

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

Am I Ready for a Private Investment?

July 13, 2017December 9, 2017 ~ Jamie

Nearly every great business started as a private investment opportunity.  So too has every business failure. I believe you must check these boxes before it is an appropriate risk to take.

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 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.

Stock Market Indexes – In pictures

July 5, 2017December 9, 2017 ~ Jamie

They say a picture is worth a thousand words. Here is a great way to understand stock market index basics!

How Not to Hire Me (part 1)

June 30, 2017December 9, 2017 ~ Jamie

A few basic ideas before even considering a professional planner.

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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

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