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Wealth Advice Made Simple

Wealth Advice Made Simple

Clarity in a complex financial world

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Category: Investing

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.

Portfolio Thoughts

May 18, 2018May 18, 2018 ~ Jamie ~ 1 Comment

Here is something to consider if you are concerned about the stock market.

HSA = Huge Savings Advantage

November 12, 2017December 9, 2017 ~ Jamie

HSA's represent a great long-term tax planning opportunity. Don't miss out!

529 Plans – OH Ranks at the Top!

September 21, 2017December 9, 2017 ~ Jamie ~ Leave a comment

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

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.

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.

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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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