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Wealth Advice Made Simple

Wealth Advice Made Simple

Clarity in a complex financial world

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Category: Insurance

But the Commercials Are So Good!

January 18, 2020January 20, 2020 ~ Jamie ~ Leave a comment

For a long time, insurance companies have misled consumers to believe they were receiving good advice. Those days are coming to an end.

It’s for Your Death – Not Your Life

September 7, 2018September 7, 2018 ~ Jamie ~ Leave a comment

Buying the proper type of life insurance is a simple decision.

The Five-Point Financial Plan

June 21, 2018 ~ Jamie ~ 1 Comment

Here are 5 actionable ideas you can implement to help secure your financial future.

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

Recent Posts

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  • The Future Is Always The Same March 14, 2020

Topics

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  • Advice Gone Bad (1)
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  • Behavioral Finance (11)
  • Education Savings (1)
  • Estate Planning (3)
  • Fees & Expenses (6)
  • General (31)
  • Healthcare (2)
  • Insurance (4)
  • Investing (14)
  • Taxes (8)
  • Uncategorized (9)

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